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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,433 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $60,041 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $39,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,865 | $122,219-71.5% | $147,096-76.3% | $199,921-82.6% |
| Participation rate | 50.6% | 78.3%-27.7pp | 82.2%-31.6pp | 72.0%-21.4pp |
| Annual return | 24.02% | 30.59%-6.6pp | 419.75%-395.7pp | 34.28%-10.3pp |
| Employer contribution / active EE | $1,390 | $4,096-66.1% | $4,936-71.8% | $3,035-54.2% |
| Participant deferral / active EE | $2,903 | $8,503-65.9% | $8,071-64.0% | $5,089-42.9% |
| Admin fee / account holder | $193 | $179+7.8% | $13,005-98.5% | $269-28.2% |