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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,438 |
Service code 15 · EIN 82-5320133 | Recordkeeping | $28,662 |
ADP BROKER-DEALER1 year 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 | $62,887 | $92,897-32.3% | $90,782-30.7% | $56,289+11.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 82.7%+17.3pp | 69.9%+30.1pp |
| Annual return | -2.42% | -2.59%+0.2pp | -3.42%+1.0pp | -9.96%+7.5pp |
| Employer contribution / active EE | $3,993 | $3,871+3.2% | $4,105-2.7% | $2,111+89.2% |
| Participant deferral / active EE | $11,543 | $5,551+107.9% | $5,366+115.1% | $3,350+244.6% |
| Admin fee / account holder | $240 | $440-45.6% | $5,908-95.9% | $521-54.0% |