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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $48,726 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,506 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,639 | $49,693-34.3% | $70,544-53.7% | $74,460-56.2% |
| Participation rate | 32.4% | 64.7%-32.3pp | 68.4%-36.0pp | 70.7%-38.4pp |
| Annual return | 16.06% | 21.22%-5.2pp | 32.79%-16.7pp | 34.38%-18.3pp |
| Employer contribution / active EE | $296 | $1,773-83.3% | $2,976-90.1% | $2,638-88.8% |
| Participant deferral / active EE | $1,803 | $3,376-46.6% | $4,568-60.5% | $4,530-60.2% |
| Admin fee / account holder | $86 | $316-72.8% | $6,427-98.7% | $348-75.3% |