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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $23,612 |
MOLLE TOYOTA INC1 year Service code 15 · EIN 43-1419103 | Recordkeeping | $7,035 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,768 |
ADP BROKER-DEALER1 year 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,426 | $42,546+16.2% | $71,796-31.2% | $55,167-10.4% |
| Participation rate | 50.4% | 59.1%-8.7pp | 69.1%-18.7pp | 69.0%-18.5pp |
| Annual return | 3.95% | 12.36%-8.4pp | 78.04%-74.1pp | 169.23%-165.3pp |
| Employer contribution / active EE | $80 | $803-90.0% | $1,924-95.8% | $1,963-95.9% |
| Participant deferral / active EE | $2,370 | $2,064+14.8% | $2,794-15.2% | $3,054-22.4% |
| Admin fee / account holder | $69 | $650-89.4% | $4,815-98.6% | $504-86.3% |