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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,283 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM, LLC Service code 15 · EIN 27-4011107 | Recordkeeping | $12,593 |
HAYS COMPANIES1 year Filed as: THE HAYS FINANCIAL GROUP, LLC Service code 15 · EIN 41-1931920 | Recordkeeping | $6,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,915 | $54,245-55.9% | $93,727-74.5% | $77,762-69.2% |
| Participation rate | 33.8% | 63.9%-30.1pp | 68.7%-34.9pp | 70.6%-36.8pp |
| Annual return | 12.31% | 30.58%-18.3pp | 133.83%-121.5pp | 31.27%-19.0pp |
| Employer contribution / active EE | $320 | $1,168-72.6% | $2,421-86.8% | $2,728-88.3% |
| Participant deferral / active EE | $1,183 | $3,144-62.4% | $4,417-73.2% | $4,651-74.6% |
| Admin fee / account holder | $166 | $575-71.2% | $8,292-98.0% | $433-61.7% |