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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $168,167 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP LLC Service code 15 · EIN 37-6572947 | Recordkeeping | $9,028 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $1,347 | $45,022-97.0% | $85,240-98.4% | $200,096-99.3% |
| Participation rate | 34.2% | 45.8%-11.7pp | 67.5%-33.3pp | 72.0%-37.8pp |
| Annual return | 5.39% | 21.00%-15.6pp | 66.75%-61.4pp | 34.26%-28.9pp |
| Employer contribution / active EE | $0 | $1,374-100.0% | $2,735-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $446 | $2,682-83.4% | $4,527-90.2% | $5,090-91.2% |
| Admin fee / account holder | $81 | $585-86.2% | $6,165-98.7% | $269-70.0% |