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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $35,757 |
VALMARK ADVISERS INC2 years Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $11,250 |
APPLE GROWTH PARTNERS2 years Service code 15 · EIN 34-1082617 | Recordkeeping | $6,000 |
ADP BROKER-DEALER3+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,290 | $75,284-13.3% | $91,004-28.3% | $69,631-6.2% |
| Participation rate | 95.8% | 80.4%+15.4pp | 75.6%+20.2pp | 70.7%+25.1pp |
| Annual return | 18.48% | 48.40%-29.9pp | 4.60%+13.9pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $1,839 | $2,473-25.6% | $2,456-25.1% | $2,032-9.5% |
| Participant deferral / active EE | $5,340 | $3,700+44.3% | $3,548+50.5% | $3,224+65.6% |
| Admin fee / account holder | $100 | $111-10.0% | $5,417-98.2% | $110-9.9% |