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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,893 |
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 | $123,850 | $89,225+38.8% | $136,072-9.0% | $74,459+66.3% |
| Participation rate | 86.9% | 69.4%+17.5pp | 76.4%+10.5pp | 67.2%+19.7pp |
| Annual return | 20.13% | 22.76%-2.6pp | 580.46%-560.3pp | 1369.70%-1349.6pp |
| Employer contribution / active EE | $2,197 | $2,816-22.0% | $4,216-47.9% | $2,626-16.3% |
| Participant deferral / active EE | $16,445 | $4,597+257.7% | $7,028+134.0% | $4,350+278.1% |
| Admin fee / account holder | $7 | $1,545-99.6% | $6,718-99.9% | $1,945-99.6% |