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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $126,672 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO. INC. Service code 15 · EIN 13-5657518 | Recordkeeping | $14,019 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
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 | $6,838 | $44,989-84.8% | $170,435-96.0% | $77,958-91.2% |
| Participation rate | 27.4% | 64.6%-37.2pp | 83.6%-56.2pp | 71.6%-44.3pp |
| Annual return | 22.55% | 19.61%+2.9pp | 205.94%-183.4pp | 20.87%+1.7pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $168 | $2,208-92.4% | $4,939-96.6% | $3,537-95.3% |
| Admin fee / account holder | $108 | $69+56.1% | $13,881-99.2% | $97+10.5% |