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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $38,699 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,545 |
ADP BROKER-DEALER4+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,366 | $44,473-69.9% | $76,523-82.5% | $55,725-76.0% |
| Participation rate | 19.9% | 51.0%-31.1pp | 68.0%-48.1pp | 70.9%-51.0pp |
| Annual return | -8.87% | -2.01%-6.9pp | -0.27%-8.6pp | 244.93%-253.8pp |
| Employer contribution / active EE | $159 | $1,101-85.5% | $2,647-94.0% | $2,078-92.3% |
| Participant deferral / active EE | $785 | $1,988-60.5% | $3,835-79.5% | $3,356-76.6% |
| Admin fee / account holder | $5 | $134-96.2% | $4,848-99.9% | $115-95.5% |