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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $43,205 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,533 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,814 | $62,267-29.6% | $110,243-60.3% | $55,725-21.4% |
| Participation rate | 64.7% | 78.1%-13.4pp | 79.8%-15.1pp | 70.9%-6.1pp |
| Annual return | -6.47% | -1.07%-5.4pp | 314.76%-321.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $859 | $1,941-55.7% | $3,827-77.5% | $2,078-58.7% |
| Participant deferral / active EE | $4,768 | $3,516+35.6% | $4,672+2.1% | $3,356+42.1% |
| Admin fee / account holder | $64 | $121-47.4% | $8,548-99.3% | $115-44.8% |