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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,513 |
Filed as: ALERA GROUP, INC. Service code 15 · EIN 81-4473358 | Recordkeeping | $6,235 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,924 | $78,483-70.8% | $106,201-78.4% | $74,546-69.2% |
| Participation rate | 95.8% | 72.8%+23.0pp | 75.3%+20.5pp | 67.2%+28.6pp |
| Annual return | 18.47% | 15.94%+2.5pp | 116.26%-97.8pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $1,939 | $2,522-23.1% | $3,170-38.8% | $2,624-26.1% |
| Participant deferral / active EE | $3,093 | $4,320-28.4% | $5,012-38.3% | $4,347-28.8% |
| Admin fee / account holder | $166 | $2,236-92.6% | $11,039-98.5% | $1,944-91.4% |