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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $27,639 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,325 |
ADP BROKER-DEALER2+ 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.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,676 | $30,599-65.1% | $74,577-85.7% | $57,658-81.5% |
| Participation rate | 23.7% | 49.1%-25.4pp | 68.1%-44.4pp | 70.2%-46.5pp |
| Annual return | 6.71% | 14.24%-7.5pp | 20.47%-13.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $114 | $1,000-88.6% | $2,525-95.5% | $1,974-94.2% |
| Participant deferral / active EE | $525 | $1,805-70.9% | $3,458-84.8% | $3,061-82.8% |
| Admin fee / account holder | $12 | $98-87.7% | $4,138-99.7% | $95-87.2% |