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| Provider | Service type | Compensation |
|---|---|---|
REHMANN ROBSON1 year Service code 15 · EIN 38-2775013 | Recordkeeping | $10,827 |
DEAM DISTRIBUTORS, INC.1 year Filed as: DEAM TRUST COMPANY Service code 99 | Other Fees | $1,750 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,485 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
DEAM DISTRIBUTORS, INC.1 year Service code 63 · EIN 36-3976708 | 12b-1 Fees | $0 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,790 | $63,905-15.8% | $74,184-27.5% | $57,658-6.7% |
| Participation rate | 43.8% | 79.8%-35.9pp | 76.6%-32.8pp | 70.2%-26.4pp |
| Annual return | 3.47% | 60.60%-57.1pp | 17.74%-14.3pp | 5.13%-1.7pp |
| Employer contribution / active EE | $807 | $1,840-56.2% | $2,370-66.0% | $1,974-59.1% |
| Participant deferral / active EE | $1,541 | $3,448-55.3% | $3,550-56.6% | $3,061-49.7% |
| Admin fee / account holder | $35 | $91-61.8% | $5,586-99.4% | $95-63.2% |