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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,793 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $230 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,172 | $47,977-64.2% | $154,111-88.9% | $56,287-69.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.75% | 3.54%-8.3pp | 735.18%-739.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,451 | $2,169+13.0% | $5,298-53.7% | $2,111+16.1% |
| Participant deferral / active EE | $5,202 | $2,392+117.5% | $5,081+2.4% | $3,350+55.3% |
| Admin fee / account holder | $10 | $438-97.7% | $13,411-99.9% | $521-98.0% |