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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,395 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
BURNSMARCHIANO GROUP2 years Service code 49 1200 MT KEMBLE AVE 2 FL · MORRISTOWN, NJ 07962 | Other Services | $0 |
Participant 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,381 | $110,083-90.6% | $151,645-93.2% | $68,490-84.8% |
| Participation rate | 86.2% | 84.0%+2.3pp | 87.5%-1.3pp | 67.9%+18.3pp |
| Annual return | -18.30% | -10.12%-8.2pp | 3.34%-21.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,654 | $6,526-59.3% | $8,363-68.3% | $4,028-34.1% |
| Admin fee / account holder | $164 | $7,718-97.9% | $11,614-98.6% | $5,403-97.0% |