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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $37,298 |
TD AMERITRADE, INC.5+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $41 |
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.
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 | $22,094 | $48,072-54.0% | $182,558-87.9% | $77,775-71.6% |
| Participation rate | 27.2% | 64.3%-37.1pp | 78.0%-50.8pp | 73.2%-46.0pp |
| Annual return | 27.55% | 31.26%-3.7pp | 148.59%-121.0pp | 32.58%-5.0pp |
| Employer contribution / active EE | $535 | $1,453-63.2% | $4,076-86.9% | $2,504-78.6% |
| Participant deferral / active EE | $842 | $3,209-73.8% | $5,526-84.8% | $3,966-78.8% |
| Admin fee / account holder | $155 | $131+18.1% | $8,594-98.2% | $100+55.2% |