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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $108,426 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $65,872 |
ADP BROKER-DEALER3+ 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.
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).
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 | $7,171 | $43,717-83.6% | $81,473-91.2% | $77,958-90.8% |
| Participation rate | 69.9% | 42.5%+27.4pp | 68.0%+2.0pp | 71.6%-1.7pp |
| Annual return | 20.18% | 23.83%-3.6pp | 38.78%-18.6pp | 20.87%-0.7pp |
| Employer contribution / active EE | $677 | $919-26.3% | $2,568-73.6% | $2,310-70.7% |
| Participant deferral / active EE | $1,236 | $1,783-30.7% | $3,537-65.1% | $3,537-65.1% |
| Admin fee / account holder | $37 | $108-66.0% | $4,561-99.2% | $97-62.3% |