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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 | $79,223+10.5% | $102,460-14.6% | $74,478+17.5% |
| Participation rate | 92.5% | 74.8%+17.7pp | 76.5%+16.0pp | 67.2%+25.3pp |
| Annual return | 13.47% | 54.98%-41.5pp | 29.47%-16.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $2,723 | $2,363+15.2% | $3,025-10.0% | $2,626+3.7% |
| Participant deferral / active EE | $6,611 | $4,417+49.7% | $5,056+30.7% | $4,350+52.0% |
| Admin fee / account holder | $34 | $2,003-98.3% | $9,460-99.6% | $1,946-98.3% |