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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,686 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $1,396 |
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.
Annual investment return 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 | $50,156 | $48,471+3.5% | $182,531-72.5% | $67,579-25.8% |
| Participation rate | 52.6% | 67.2%-14.6pp | 78.0%-25.4pp | 71.3%-18.7pp |
| Annual return | -44.78% | 31.08%-75.9pp | 148.57%-193.4pp | 378.56%-423.3pp |
| Employer contribution / active EE | $1,837 | $1,461+25.7% | $4,075-54.9% | $2,148-14.5% |
| Participant deferral / active EE | $2,822 | $3,324-15.1% | $5,525-48.9% | $3,539-20.3% |
| Admin fee / account holder | $23 | $151-84.5% | $8,593-99.7% | $142-83.6% |