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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & SMIT Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $26,375 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,378 |
RSM US LLP1 year Filed as: MCGLADREY & PULLEN Service code 15 · EIN 42-0714325 | Recordkeeping | $15,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,790 |
NEWPORT GROUP, INC.1 year Service code 15 1350 TREAT BOULEVARD · WALNUT CREEK, CA 94957 | Recordkeeping | $6,840 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $6,331 | $61,214-89.7% | $83,322-92.4% | $56,287-88.8% |
| Participation rate | 72.9% | 72.6%+0.3pp | 77.8%-4.9pp | 69.9%+3.0pp |
| Annual return | -8.63% | 0.42%-9.0pp | 10.64%-19.3pp | -9.96%+1.3pp |
| Employer contribution / active EE | $2,142 | $1,925+11.3% | $3,379-36.6% | $2,111+1.5% |
| Participant deferral / active EE | $572 | $5,091-88.8% | $5,565-89.7% | $3,350-82.9% |
| Admin fee / account holder | $266 | $512-48.0% | $7,540-96.5% | $521-48.9% |