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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $13,144 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,525 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: CETERA ADVISOR NETWORKS Service code 49 200 N.SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $21,657 | $63,924-66.1% | $108,582-80.1% | $55,167-60.7% |
| Participation rate | 39.8% | 74.3%-34.5pp | 79.6%-39.7pp | 69.0%-29.2pp |
| Annual return | 9.11% | 15.31%-6.2pp | -51.70%+60.8pp | 169.23%-160.1pp |
| Employer contribution / active EE | $276 | $1,879-85.3% | $3,758-92.6% | $1,963-85.9% |
| Participant deferral / active EE | $1,883 | $3,067-38.6% | $4,311-56.3% | $3,054-38.3% |
| Admin fee / account holder | $36 | $618-94.1% | $7,645-99.5% | $504-92.8% |