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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,732 |
CADARET GRANT & CO INC2 years Service code 15 · EIN 22-2361254 | Recordkeeping | $5,243 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $13,566 | $37,463-63.8% | $77,096-82.4% | $66,938-79.7% |
| Participation rate | 32.1% | 52.9%-20.9pp | 67.9%-35.9pp | 69.8%-37.8pp |
| Annual return | -16.85% | -3.25%-13.6pp | 42.35%-59.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $222 | $1,535-85.5% | $2,814-92.1% | $2,545-91.3% |
| Participant deferral / active EE | $1,128 | $2,621-57.0% | $4,429-74.5% | $4,238-73.4% |
| Admin fee / account holder | $195 | $568-65.6% | $5,428-96.4% | $594-67.1% |