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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLANNERS & ADMINSTRATOR Service code 15 · EIN 62-1038805 | Recordkeeping | $22,480 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,828 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,499 | $106,264-86.4% | $147,117-90.1% | $77,762-81.4% |
| Participation rate | 61.4% | 78.4%-17.0pp | 82.2%-20.8pp | 70.6%-9.2pp |
| Annual return | 14.32% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-16.9pp |
| Employer contribution / active EE | $8,102 | $4,074+98.9% | $4,932+64.3% | $2,728+197.0% |
| Participant deferral / active EE | $292 | $8,003-96.3% | $8,065-96.4% | $4,651-93.7% |
| Admin fee / account holder | $96 | $334-71.2% | $12,993-99.3% | $433-77.8% |