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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $47,861 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,500 |
ADP BROKER-DEALER5+ 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).
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 | $15,211 | $47,456-67.9% | $172,753-91.2% | $77,775-80.4% |
| Participation rate | 19.9% | 66.3%-46.3pp | 82.6%-62.7pp | 73.2%-53.3pp |
| Annual return | 25.50% | 35.57%-10.1pp | 803.00%-777.5pp | 32.58%-7.1pp |
| Employer contribution / active EE | $263 | $1,574-83.3% | $5,144-94.9% | $2,504-89.5% |
| Participant deferral / active EE | $853 | $2,560-66.7% | $5,198-83.6% | $3,966-78.5% |
| Admin fee / account holder | $15 | $81-80.9% | $13,956-99.9% | $100-84.6% |