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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $21,241 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,646 | $33,067-31.5% | $76,518-70.4% | $56,289-59.8% |
| Participation rate | 83.9% | 55.4%+28.5pp | 68.0%+15.9pp | 69.9%+14.1pp |
| Annual return | -5.62% | 2.72%-8.3pp | -0.27%-5.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $4,542 | $1,200+278.4% | $2,647+71.6% | $2,111+115.2% |
| Participant deferral / active EE | $359 | $2,240-84.0% | $3,836-90.6% | $3,350-89.3% |
| Admin fee / account holder | $66 | $537-87.6% | $4,849-98.6% | $521-87.2% |