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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $66,093 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,500 |
ADP BROKER-DEALER2+ 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 | $26,688 | $68,408-61.0% | $57,196-53.3% | $57,658-53.7% |
| Participation rate | 29.2% | 79.1%-49.9pp | 75.3%-46.1pp | 70.2%-41.0pp |
| Annual return | 6.60% | 8.51%-1.9pp | 14.59%-8.0pp | 5.13%+1.5pp |
| Employer contribution / active EE | $439 | $2,869-84.7% | $2,683-83.6% | $1,974-77.8% |
| Participant deferral / active EE | $1,235 | $2,903-57.5% | $3,096-60.1% | $3,061-59.7% |
| Admin fee / account holder | $4 | $70-94.1% | $3,141-99.9% | $95-95.7% |