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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,395 |
Service code 15 24 E COTA STREET · SANTA BARBARA, CA 93101 | Recordkeeping | $22,283 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,513 |
ADP BROKER-DEALER7+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,781 | $79,438-34.8% | $106,555-51.4% | $79,391-34.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 76.1%+14.7pp | 70.7%+20.2pp |
| Annual return | 15.29% | 18.27%-3.0pp | 26.80%-11.5pp | 116.88%-101.6pp |
| Employer contribution / active EE | $1,870 | $2,235-16.3% | $2,819-33.7% | $2,428-23.0% |
| Participant deferral / active EE | $4,017 | $3,824+5.1% | $4,399-8.7% | $4,046-0.7% |
| Admin fee / account holder | $164 | $523-68.6% | $7,408-97.8% | $627-73.8% |