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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $12,532 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,075 |
ADP BROKER-DEALER1+ 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.
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,137 | $70,002-66.9% | $115,038-79.9% | $52,331-55.8% |
| Participation rate | 49.0% | 72.1%-23.1pp | 81.4%-32.4pp | 68.1%-19.1pp |
| Annual return | 2.15% | 4.04%-1.9pp | 26.14%-24.0pp | 4.54%-2.4pp |
| Employer contribution / active EE | $429 | $2,715-84.2% | $4,608-90.7% | $1,882-77.2% |
| Participant deferral / active EE | $3,122 | $4,920-36.5% | $6,026-48.2% | $3,022+3.3% |
| Admin fee / account holder | $25 | $566-95.6% | $8,175-99.7% | $592-95.8% |