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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,310 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,317 | $78,781-62.8% | $100,528-70.8% | $73,412-60.1% |
| Participation rate | 87.9% | 80.0%+7.9pp | 79.4%+8.5pp | 72.2%+15.7pp |
| Annual return | 37.11% | 31.69%+5.4pp | 30.90%+6.2pp | 59.30%-22.2pp |
| Employer contribution / active EE | $4 | $2,420-99.8% | $3,419-99.9% | $2,234-99.8% |
| Participant deferral / active EE | $9,836 | $6,537+50.5% | $6,271+56.8% | $3,806+158.5% |
| Admin fee / account holder | $10 | $145-93.4% | $8,084-99.9% | $158-93.9% |