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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $75,758 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,065 |
ADP BROKER-DEALER3+ 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 | $30,446 | $74,552-59.2% | $63,018-51.7% | $69,631-56.3% |
| Participation rate | 38.8% | 78.3%-39.5pp | 74.8%-36.0pp | 70.7%-31.9pp |
| Annual return | 19.08% | 15.77%+3.3pp | 87.62%-68.5pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $611 | $2,929-79.1% | $2,761-77.9% | $2,032-69.9% |
| Participant deferral / active EE | $1,752 | $2,974-41.1% | $3,330-47.4% | $3,224-45.6% |
| Admin fee / account holder | $5 | $59-91.5% | $3,601-99.9% | $110-95.4% |