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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $44,227 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,004 |
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.
Participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,844 | $89,465-15.2% | $165,100-54.1% | $77,762-2.5% |
| Participation rate | 44.5% | 78.6%-34.2pp | 78.6%-34.1pp | 70.6%-26.1pp |
| Annual return | 14.45% | 28.86%-14.4pp | 70.21%-55.8pp | 31.27%-16.8pp |
| Employer contribution / active EE | $1,260 | $2,565-50.9% | $4,348-71.0% | $2,728-53.8% |
| Participant deferral / active EE | $2,621 | $4,904-46.6% | $6,035-56.6% | $4,651-43.6% |
| Admin fee / account holder | $82 | $340-75.9% | $12,696-99.4% | $433-81.1% |