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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $10,404 |
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.
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 | $23,519 | $61,660-61.9% | $80,022-70.6% | $64,173-63.3% |
| Participation rate | 51.7% | 71.7%-20.0pp | 75.8%-24.1pp | 69.6%-17.9pp |
| Annual return | -7.49% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $677 | $1,810-62.6% | $2,468-72.6% | $2,381-71.6% |
| Participant deferral / active EE | $1,666 | $2,968-43.9% | $3,686-54.8% | $3,470-52.0% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |