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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $20,259 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,200 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,718 | $85,766-85.2% | $136,298-90.7% | $70,126-81.9% |
| Participation rate | 92.5% | 74.2%+18.3pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 15.36% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,456 | $2,966-50.9% | $4,696-69.0% | $2,343-37.8% |
| Participant deferral / active EE | $5,838 | $5,051+15.6% | $6,247-6.5% | $3,332+75.2% |
| Admin fee / account holder | $8 | $5,421-99.8% | $9,244-99.9% | $4,645-99.8% |