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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $82,461 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,940 |
ADP BROKER-DEALER3+ 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 | $50,777 | $80,753-37.1% | $136,298-62.7% | $62,293-18.5% |
| Participation rate | 95.8% | 73.5%+22.2pp | 81.9%+13.8pp | 69.5%+26.2pp |
| Annual return | 16.41% | 35.83%-19.4pp | 5156.27%-5139.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $1,100 | $2,884-61.8% | $4,696-76.6% | $2,042-46.1% |
| Participant deferral / active EE | $6,612 | $5,164+28.0% | $6,247+5.8% | $3,169+108.6% |
| Admin fee / account holder | $11 | $525-97.8% | $9,244-99.9% | $479-97.6% |