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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,481 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $22,676 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.6+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,237 | $48,592-58.4% | $185,861-89.1% | $90,274-77.6% |
| Participation rate | 29.3% | 66.2%-36.9pp | 78.0%-48.7pp | 73.4%-44.1pp |
| Annual return | 17.15% | 68.51%-51.4pp | 35.96%-18.8pp | 53.97%-36.8pp |
| Employer contribution / active EE | $610 | $1,389-56.1% | $4,088-85.1% | $2,523-75.8% |
| Participant deferral / active EE | $986 | $3,463-71.5% | $5,634-82.5% | $4,231-76.7% |
| Admin fee / account holder | $140 | $77+80.8% | $9,503-98.5% | $114+22.8% |