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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $925 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $196,897 | $58,895+234.3% | $178,503+10.3% | $73,497+167.9% |
| Participation rate | 98.6% | 66.2%+32.3pp | 81.9%+16.6pp | 70.7%+27.9pp |
| Annual return | 18.24% | 24.86%-6.6pp | 151.12%-132.9pp | 28.51%-10.3pp |
| Employer contribution / active EE | $9,305 | $2,236+316.2% | $5,011+85.7% | $2,270+309.9% |
| Participant deferral / active EE | $9,361 | $2,567+264.7% | $5,202+79.9% | $3,740+150.3% |
| Admin fee / account holder | $20 | $400-94.9% | $13,987-99.9% | $513-96.0% |