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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $21,848 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,672 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
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 | $5,986 | $23,224-74.2% | $71,089-91.6% | $55,725-89.3% |
| Participation rate | 78.7% | 37.9%+40.8pp | 54.6%+24.1pp | 70.9%+7.9pp |
| Annual return | -10.49% | -2.87%-7.6pp | 650.65%-661.1pp | 244.93%-255.4pp |
| Employer contribution / active EE | $187 | $436-57.2% | $1,088-82.9% | $2,078-91.0% |
| Participant deferral / active EE | $1,290 | $929+38.8% | $1,873-31.1% | $3,356-61.6% |
| Admin fee / account holder | $22 | $118-81.5% | $3,082-99.3% | $115-81.0% |