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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $82,417 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,135 |
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 | $46,195 | $73,102-36.8% | $123,549-62.6% | $56,287-17.9% |
| Participation rate | 98.0% | 74.3%+23.6pp | 82.3%+15.7pp | 69.9%+28.1pp |
| Annual return | -6.36% | 3.01%-9.4pp | 119.20%-125.6pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,124 | $2,977-62.3% | $4,628-75.7% | $2,111-46.8% |
| Participant deferral / active EE | $6,666 | $5,423+22.9% | $6,426+3.7% | $3,350+99.0% |
| Admin fee / account holder | $9 | $554-98.4% | $9,284-99.9% | $521-98.3% |