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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $72,471 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,732 |
ADP BROKER-DEALER10+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,932 | $91,621-57.5% | $67,511-42.3% | $77,671-49.9% |
| Participation rate | 61.9% | 76.0%-14.0pp | 72.9%-10.9pp | 70.6%-8.6pp |
| Annual return | 16.36% | 14.87%+1.5pp | 3517.41%-3501.0pp | 31.21%-14.9pp |
| Employer contribution / active EE | $898 | $3,184-71.8% | $2,733-67.1% | $2,726-67.1% |
| Participant deferral / active EE | $2,824 | $3,906-27.7% | $4,000-29.4% | $4,648-39.2% |
| Admin fee / account holder | $67 | $176-62.1% | $3,999-98.3% | $430-84.5% |