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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $120,178 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $67,211 |
PERELSON WEINER LLP1 year Service code 15 · EIN 13-3791592 | Recordkeeping | $43,500 |
SWISS POST SOLUTIONS INC1 year Service code 15 · EIN 13-3670421 | Recordkeeping | $18,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,829 | $34,242-83.0% | $76,518-92.4% | $75,289-92.3% |
| Participation rate | 76.2% | 43.9%+32.3pp | 68.0%+8.2pp | 72.4%+3.8pp |
| Annual return | -9.21% | -0.98%-8.2pp | -0.27%-8.9pp | -0.04%-9.2pp |
| Employer contribution / active EE | $617 | $975-36.7% | $2,647-76.7% | $2,405-74.3% |
| Participant deferral / active EE | $1,123 | $1,872-40.0% | $3,836-70.7% | $3,739-70.0% |
| Admin fee / account holder | $40 | $112-63.8% | $4,849-99.2% | $102-60.4% |