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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $87,736 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,545 |
ADP BROKER-DEALER4+ 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.
Annual investment return 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 | $28,919 | $70,083-58.7% | $59,899-51.7% | $55,725-48.1% |
| Participation rate | 35.4% | 78.4%-42.9pp | 74.7%-39.3pp | 70.9%-35.4pp |
| Annual return | -6.77% | 3.13%-9.9pp | 3.46%-10.2pp | 244.93%-251.7pp |
| Employer contribution / active EE | $626 | $2,878-78.2% | $2,723-77.0% | $2,078-69.9% |
| Participant deferral / active EE | $1,751 | $3,079-43.1% | $3,402-48.5% | $3,356-47.8% |
| Admin fee / account holder | $4 | $70-94.9% | $3,592-99.9% | $115-96.9% |