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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,602 | $59,186+46.3% | $76,768+12.8% | $56,287+53.9% |
| Participation rate | 93.5% | 75.2%+18.3pp | 77.0%+16.6pp | 69.9%+23.7pp |
| Annual return | 11.66% | 6.62%+5.0pp | 2.43%+9.2pp | -9.96%+21.6pp |
| Employer contribution / active EE | $6,244 | $1,759+255.1% | $2,485+151.3% | $2,111+195.8% |
| Participant deferral / active EE | $9,985 | $3,255+206.8% | $3,852+159.2% | $3,350+198.1% |
| Admin fee / account holder | $4 | $489-99.2% | $6,675-99.9% | $521-99.2% |