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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $107,871 |
THREE BELL CAPITAL LLC1+ years Service code 15 · EIN 45-3567626 | Recordkeeping | $38,576 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,288 | $40,278-44.7% | $80,648-72.4% | $80,169-72.2% |
| Participation rate | 35.8% | 47.5%-11.7pp | 67.0%-31.2pp | 72.9%-37.1pp |
| Annual return | 36.59% | 50.86%-14.3pp | 937.21%-900.6pp | 40.39%-3.8pp |
| Employer contribution / active EE | $332 | $1,332-75.1% | $2,724-87.8% | $2,978-88.8% |
| Participant deferral / active EE | $1,699 | $2,696-37.0% | $4,443-61.8% | $5,016-66.1% |
| Admin fee / account holder | $134 | $210-36.4% | $5,382-97.5% | $145-7.7% |