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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,301 | $57,108-90.7% | $94,229-94.4% | $52,331-89.9% |
| Participation rate | 84.2% | 72.9%+11.2pp | 78.8%+5.4pp | 68.1%+16.1pp |
| Annual return | -5.84% | 1.47%-7.3pp | 10.68%-16.5pp | 4.54%-10.4pp |
| Employer contribution / active EE | $3,037 | $1,735+75.0% | $3,587-15.3% | $1,882+61.4% |
| Participant deferral / active EE | $4,180 | $3,040+37.5% | $4,320-3.3% | $3,022+38.3% |
| Admin fee / account holder | $72 | $546-86.9% | $6,269-98.9% | $592-87.9% |