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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,998 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,218 | $102,661-48.2% | $151,628-64.9% | $66,930-20.5% |
| Participation rate | 85.2% | 85.5%-0.3pp | 87.5%-2.3pp | 69.8%+15.4pp |
| Annual return | -12.66% | -10.81%-1.8pp | 3.34%-16.0pp | 1.57%-14.2pp |
| Employer contribution / active EE | $5,420 | $4,184+29.6% | $6,165-12.1% | $2,545+113.0% |
| Participant deferral / active EE | $6,179 | $6,645-7.0% | $8,363-26.1% | $4,238+45.8% |
| Admin fee / account holder | $19 | $630-96.9% | $11,613-99.8% | $593-96.7% |