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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP RETIREMENT SERVICES Service code 49 71 HANOVER ROAD · FLORHAM PARK, NJ 07932 | Other Services | $35,736 |
EMPLOYEE BENEFITS GROUP, LLC6+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $6,745 |
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 | $21,426 | $72,554-70.5% | $138,135-84.5% | $73,497-70.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.7%+21.3pp | 70.7%+29.3pp |
| Annual return | 5.92% | 17.50%-11.6pp | 20.51%-14.6pp | 28.51%-22.6pp |
| Employer contribution / active EE | $1,167 | $3,511-66.8% | $5,587-79.1% | $2,270-48.6% |
| Participant deferral / active EE | $2,468 | $4,908-49.7% | $6,431-61.6% | $3,740-34.0% |
| Admin fee / account holder | $163 | $464-64.9% | $11,856-98.6% | $513-68.2% |