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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,154 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 15 · EIN 42-1445429 | Recordkeeping | $11,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,305 | $61,391-71.8% | $149,723-88.4% | $71,529-75.8% |
| Participation rate | 50.0% | 62.5%-12.5pp | 78.8%-28.8pp | 67.9%-17.9pp |
| Annual return | 13.67% | 35.88%-22.2pp | 134.50%-120.8pp | 28.97%-15.3pp |
| Employer contribution / active EE | $1,622 | $2,384-32.0% | $4,821-66.4% | $2,590-37.4% |
| Participant deferral / active EE | $1,388 | $2,921-52.5% | $5,682-75.6% | $4,291-67.7% |
| Admin fee / account holder | $224 | $1,264-82.3% | $13,215-98.3% | $1,588-85.9% |