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| Provider | Service type | Compensation |
|---|---|---|
PRIMETRUST ADVISORS, LLC1 year Filed as: PRIME TRUST ADVISORS Service code 15 · EIN 20-5346692 | Recordkeeping | $16,000 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,187 |
ADP BROKER-DEALER10+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,829 | $55,402+51.3% | $76,089+10.2% | $77,714+7.9% |
| Participation rate | 64.1% | 63.6%+0.5pp | 69.1%-5.0pp | 70.6%-6.5pp |
| Annual return | 14.08% | 17.09%-3.0pp | 360.94%-346.9pp | 31.26%-17.2pp |
| Employer contribution / active EE | $1,986 | $1,789+11.0% | $2,690-26.2% | $2,727-27.2% |
| Participant deferral / active EE | $4,532 | $3,450+31.4% | $4,259+6.4% | $4,649-2.5% |
| Admin fee / account holder | $62 | $410-84.8% | $6,418-99.0% | $433-85.6% |