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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,935 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,451 | $136,307-57.1% | $177,840-67.1% | $73,493-20.5% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.3pp | 70.7%+28.4pp |
| Annual return | 26.87% | 18.68%+8.2pp | 48.32%-21.5pp | 28.51%-1.6pp |
| Employer contribution / active EE | $6,810 | $3,712+83.4% | $5,919+15.1% | $2,270+200.0% |
| Participant deferral / active EE | $6,652 | $5,829+14.1% | $7,714-13.8% | $3,740+77.9% |
| Admin fee / account holder | $21 | $596-96.5% | $12,431-99.8% | $513-95.9% |