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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,340 |
Filed as: THE INVESTMENT COUNSEL COMPANY OF N Service code 15 · EIN 88-0228985 | Recordkeeping | $41,239 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,002 | $62,686-36.2% | $178,540-77.6% | $77,736-48.5% |
| Participation rate | 18.6% | 66.9%-48.3pp | 77.1%-58.5pp | 70.6%-52.0pp |
| Annual return | 10.93% | 16.16%-5.2pp | 27.15%-16.2pp | 31.26%-20.3pp |
| Employer contribution / active EE | $248 | $1,914-87.1% | $3,953-93.7% | $2,728-90.9% |
| Participant deferral / active EE | $1,763 | $4,224-58.3% | $6,281-71.9% | $4,651-62.1% |
| Admin fee / account holder | $236 | $386-38.8% | $10,424-97.7% | $433-45.4% |