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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,931 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NATIONAL ASSOCIAT Service code 15 · EIN 16-1486454 | Recordkeeping | $15,310 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,846 |
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,804 | $78,607-58.3% | $105,624-68.9% | $74,478-56.0% |
| Participation rate | 97.2% | 72.8%+24.4pp | 75.3%+21.9pp | 67.2%+30.0pp |
| Annual return | 8.76% | 15.96%-7.2pp | 116.20%-107.4pp | 1370.56%-1361.8pp |
| Employer contribution / active EE | $3,087 | $2,523+22.4% | $3,168-2.5% | $2,626+17.6% |
| Participant deferral / active EE | $4,414 | $4,325+2.1% | $5,013-11.9% | $4,350+1.5% |
| Admin fee / account holder | $170 | $2,220-92.4% | $10,961-98.5% | $1,946-91.3% |