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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,655 |
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 | $103,196 | $85,515+20.7% | $112,040-7.9% | $67,986+51.8% |
| Participation rate | 94.9% | 68.2%+26.7pp | 76.5%+18.4pp | 57.2%+37.7pp |
| Annual return | 15.35% | 29.68%-14.3pp | 24.52%-9.2pp | 31.67%-16.3pp |
| Employer contribution / active EE | $3,202 | $2,191+46.2% | $2,954+8.4% | $2,019+58.6% |
| Participant deferral / active EE | $7,130 | $4,014+77.6% | $5,098+39.9% | $3,358+112.3% |
| Admin fee / account holder | $40 | $3,774-98.9% | $12,098-99.7% | $3,203-98.8% |