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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $51,482 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $24,492 |
ADP BROKER-DEALER4 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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,333 | $50,458-79.5% | $160,009-93.5% | $64,819-84.1% |
| Participation rate | 66.2% | 68.0%-1.9pp | 78.0%-11.8pp | 71.5%-5.3pp |
| Annual return | -10.95% | -13.42%+2.5pp | 408.85%-419.8pp | 32.84%-43.8pp |
| Employer contribution / active EE | $1,052 | $1,722-38.9% | $4,225-75.1% | $2,507-58.1% |
| Participant deferral / active EE | $1,636 | $4,004-59.1% | $6,183-73.5% | $4,311-62.0% |
| Admin fee / account holder | $168 | $706-76.2% | $8,715-98.1% | $188-10.4% |