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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $14,488 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,004 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $23,257 | $72,303-67.8% | $86,698-73.2% | $64,819-64.1% |
| Participation rate | 79.6% | 80.4%-0.9pp | 76.6%+3.0pp | 71.5%+8.1pp |
| Annual return | -12.77% | 392.77%-405.5pp | 35.95%-48.7pp | 32.84%-45.6pp |
| Employer contribution / active EE | $1,514 | $2,393-36.7% | $2,837-46.6% | $2,507-39.6% |
| Participant deferral / active EE | $2,938 | $4,660-37.0% | $4,656-36.9% | $4,311-31.9% |
| Admin fee / account holder | $42 | $174-75.8% | $7,493-99.4% | $188-77.6% |