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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $93,317 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,635 |
ADP BROKER-DEALER5+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,708 | $95,542-65.8% | $69,483-52.9% | $67,582-51.6% |
| Participation rate | 40.7% | 79.4%-38.7pp | 74.6%-33.9pp | 71.3%-30.6pp |
| Annual return | 25.10% | 17.67%+7.4pp | 28.99%-3.9pp | 378.57%-353.5pp |
| Employer contribution / active EE | $687 | $2,989-77.0% | $2,780-75.3% | $2,148-68.0% |
| Participant deferral / active EE | $1,935 | $3,263-40.7% | $3,537-45.3% | $3,539-45.3% |
| Admin fee / account holder | $6 | $90-93.7% | $3,841-99.9% | $142-96.0% |