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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 | $122,128-71.5% | $147,080-76.3% | $199,960-82.6% |
| Participation rate | 50.6% | 78.2%-27.6pp | 82.2%-31.6pp | 72.0%-21.4pp |
| Annual return | 24.02% | 30.58%-6.6pp | 420.17%-396.1pp | 34.28%-10.3pp |
| Employer contribution / active EE | $1,390 | $4,093-66.0% | $4,933-71.8% | $3,036-54.2% |
| Participant deferral / active EE | $2,903 | $8,484-65.8% | $8,066-64.0% | $5,087-42.9% |
| Admin fee / account holder | $193 | $180+7.6% | $12,989-98.5% | $269-28.3% |