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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $47,358 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,833 |
ADP BROKER-DEALER2 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).
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 | $49,316 | $51,466-4.2% | $78,778-37.4% | $62,293-20.8% |
| Participation rate | 51.1% | 59.8%-8.7pp | 69.2%-18.1pp | 69.5%-18.4pp |
| Annual return | 16.43% | 19.96%-3.5pp | 35.62%-19.2pp | 28.90%-12.5pp |
| Employer contribution / active EE | $72 | $827-91.3% | $1,986-96.4% | $2,042-96.5% |
| Participant deferral / active EE | $2,070 | $2,147-3.6% | $2,958-30.0% | $3,169-34.7% |
| Admin fee / account holder | $17 | $489-96.5% | $5,134-99.7% | $479-96.4% |