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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,861 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $32,947 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.7+ 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 | $27,331 | $53,512-48.9% | $189,575-85.6% | $93,010-70.6% |
| Participation rate | 32.7% | 67.3%-34.5pp | 78.4%-45.7pp | 73.9%-41.2pp |
| Annual return | 16.73% | 20.32%-3.6pp | 64.19%-47.5pp | 158.70%-142.0pp |
| Employer contribution / active EE | $804 | $1,429-43.8% | $4,412-81.8% | $2,705-70.3% |
| Participant deferral / active EE | $1,314 | $3,748-64.9% | $6,174-78.7% | $4,561-71.2% |
| Admin fee / account holder | $178 | $95+86.7% | $9,806-98.2% | $152+17.1% |