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| Provider | Service type | Compensation |
|---|---|---|
SRPC, INC3 years Service code 15 · EIN 81-2204426 | Recordkeeping | $31,776 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,026 |
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.
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,935 | $106,264-64.3% | $147,117-74.2% | $77,762-51.2% |
| Participation rate | 46.5% | 78.4%-31.9pp | 82.2%-35.7pp | 70.6%-24.1pp |
| Annual return | 18.87% | 56.94%-38.1pp | 420.54%-401.7pp | 31.27%-12.4pp |
| Employer contribution / active EE | $832 | $4,074-79.6% | $4,932-83.1% | $2,728-69.5% |
| Participant deferral / active EE | $3,624 | $8,003-54.7% | $8,065-55.1% | $4,651-22.1% |
| Admin fee / account holder | $47 | $334-86.1% | $12,993-99.6% | $433-89.3% |