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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $60,380 |
ADP BROKER-DEALER4+ years Service code 99 | Other Fees | $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 | $14,642 | $45,382-67.7% | $154,108-90.5% | $75,289-80.6% |
| Participation rate | 16.2% | 65.9%-49.7pp | 83.0%-66.9pp | 72.4%-56.3pp |
| Annual return | -7.44% | -0.47%-7.0pp | 735.21%-742.6pp | -0.04%-7.4pp |
| Employer contribution / active EE | $222 | $1,533-85.5% | $5,298-95.8% | $2,405-90.8% |
| Participant deferral / active EE | $738 | $2,384-69.0% | $5,081-85.5% | $3,739-80.3% |
| Admin fee / account holder | $15 | $89-82.7% | $13,411-99.9% | $102-84.9% |