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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,108 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,530 | $101,653+81.5% | $147,080+25.5% | $74,459+147.8% |
| Participation rate | 96.1% | 75.6%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 14.99% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $5,558 | $3,813+45.8% | $4,933+12.7% | $2,626+111.7% |
| Participant deferral / active EE | $12,681 | $7,304+73.6% | $8,066+57.2% | $4,350+191.5% |
| Admin fee / account holder | $62 | $1,752-96.4% | $12,989-99.5% | $1,945-96.8% |