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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $130,947 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $27,657 |
FASTEN HALBERSTAM LLP2 years Service code 15 · EIN 47-2319109 | Recordkeeping | $15,000 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,560 | $56,095-91.9% | $178,498-97.4% | $90,274-94.9% |
| Participation rate | 84.5% | 65.6%+19.0pp | 81.9%+2.6pp | 73.4%+11.2pp |
| Annual return | 31.28% | 28.81%+2.5pp | 151.09%-119.8pp | 53.97%-22.7pp |
| Employer contribution / active EE | $4 | $1,572-99.7% | $5,011-99.9% | $2,523-99.8% |
| Participant deferral / active EE | $886 | $2,669-66.8% | $5,202-83.0% | $4,231-79.1% |
| Admin fee / account holder | $98 | $101-2.2% | $13,985-99.3% | $114-13.7% |