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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,592 |
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 | $160,062 | $47,180+239.3% | $149,723+6.9% | $74,473+114.9% |
| Participation rate | 99.6% | 63.4%+36.2pp | 78.8%+20.9pp | 70.7%+28.9pp |
| Annual return | 17.62% | 22.75%-5.1pp | 134.50%-116.9pp | 34.36%-16.7pp |
| Employer contribution / active EE | $7,727 | $1,907+305.2% | $4,821+60.3% | $2,638+192.9% |
| Participant deferral / active EE | $7,193 | $2,730+163.4% | $5,682+26.6% | $4,530+58.8% |
| Admin fee / account holder | $25 | $343-92.8% | $13,215-99.8% | $347-92.8% |