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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $126,822 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $31,068 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,596 | $74,552-69.7% | $63,018-64.1% | $69,631-67.5% |
| Participation rate | 86.6% | 78.3%+8.3pp | 74.8%+11.8pp | 70.7%+15.9pp |
| Annual return | 15.48% | 15.77%-0.3pp | 87.62%-72.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $823 | $2,929-71.9% | $2,761-70.2% | $2,032-59.5% |
| Participant deferral / active EE | $2,735 | $2,974-8.1% | $3,330-17.9% | $3,224-15.2% |
| Admin fee / account holder | $27 | $59-54.0% | $3,601-99.2% | $110-75.3% |