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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,775 |
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 | $87,537 | $79,181+10.6% | $102,423-14.5% | $74,429+17.6% |
| Participation rate | 92.5% | 74.8%+17.7pp | 76.5%+16.0pp | 67.2%+25.3pp |
| Annual return | 13.47% | 54.97%-41.5pp | 29.42%-16.0pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,723 | $2,362+15.3% | $3,023-9.9% | $2,625+3.7% |
| Participant deferral / active EE | $6,611 | $4,416+49.7% | $5,054+30.8% | $4,348+52.0% |
| Admin fee / account holder | $34 | $2,002-98.3% | $9,455-99.6% | $1,944-98.3% |