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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,062 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,320 | $95,438-41.0% | $135,982-58.6% | $74,473-24.4% |
| Participation rate | 86.9% | 78.2%+8.6pp | 81.9%+4.9pp | 70.7%+16.1pp |
| Annual return | 23.28% | 32.61%-9.3pp | 68.32%-45.0pp | 34.36%-11.1pp |
| Employer contribution / active EE | $3,117 | $3,878-19.6% | $4,859-35.9% | $2,638+18.1% |
| Participant deferral / active EE | $15,237 | $7,790+95.6% | $7,760+96.4% | $4,530+236.4% |
| Admin fee / account holder | $13 | $259-94.9% | $10,767-99.9% | $347-96.2% |