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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,105 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MONEY CONCEPTS CAPITAL CORP2 years Service code 49 308 W IRVING PARK RD · ITASCA, IL 60143 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,306 | $46,292-64.8% | $143,757-88.7% | $64,808-74.8% |
| Participation rate | 10.5% | 64.2%-53.7pp | 80.3%-69.8pp | 71.5%-60.9pp |
| Annual return | -14.11% | -10.05%-4.1pp | -0.04%-14.1pp | 32.82%-46.9pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $442 | $2,646-83.3% | $5,637-92.2% | $4,310-89.7% |
| Admin fee / account holder | $108 | $154-29.6% | $14,673-99.3% | $188-42.3% |