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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $64,926 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,447 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,200 | $30,599-1.3% | $74,577-59.5% | $57,658-47.6% |
| Participation rate | 57.9% | 49.1%+8.8pp | 68.1%-10.2pp | 70.2%-12.3pp |
| Annual return | 4.16% | 14.24%-10.1pp | 20.47%-16.3pp | 5.13%-1.0pp |
| Employer contribution / active EE | $930 | $1,000-7.0% | $2,525-63.2% | $1,974-52.9% |
| Participant deferral / active EE | $3,484 | $1,805+93.0% | $3,458+0.7% | $3,061+13.8% |
| Admin fee / account holder | $23 | $98-76.3% | $4,138-99.4% | $95-75.4% |