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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,268 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $15,445 |
TD AMERITRADE, INC.4+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $34 |
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.
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).
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 | $21,720 | $42,810-49.3% | $169,452-87.2% | $55,725-61.0% |
| Participation rate | 23.6% | 64.7%-41.2pp | 77.8%-54.2pp | 70.9%-47.3pp |
| Annual return | -5.41% | -3.61%-1.8pp | 1.83%-7.2pp | 244.93%-250.3pp |
| Employer contribution / active EE | $505 | $1,402-64.0% | $4,157-87.9% | $2,078-75.7% |
| Participant deferral / active EE | $789 | $3,141-74.9% | $5,277-85.0% | $3,356-76.5% |
| Admin fee / account holder | $144 | $106+35.2% | $9,110-98.4% | $115+25.0% |