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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $37,492 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,044 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,706 | $91,474-6.3% | $135,982-37.0% | $71,529+19.8% |
| Participation rate | 85.8% | 75.7%+10.2pp | 81.9%+3.9pp | 67.9%+17.9pp |
| Annual return | 17.41% | 29.89%-12.5pp | 68.32%-50.9pp | 28.97%-11.6pp |
| Employer contribution / active EE | $4,060 | $3,705+9.6% | $4,859-16.4% | $2,590+56.8% |
| Participant deferral / active EE | $9,294 | $7,095+31.0% | $7,760+19.8% | $4,291+116.6% |
| Admin fee / account holder | $122 | $1,267-90.4% | $10,767-98.9% | $1,588-92.3% |