Filed September 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,874 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $1,026 |
ADP BROKER-DEALER6+ 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 | $40,561 | $81,494-50.2% | $133,978-69.7% | $73,497-44.8% |
| Participation rate | 96.2% | 76.4%+19.8pp | 79.8%+16.3pp | 70.7%+25.5pp |
| Annual return | 14.26% | 19.40%-5.1pp | 45.10%-30.8pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,525 | $2,210+59.5% | $3,919-10.1% | $2,270+55.3% |
| Participant deferral / active EE | $3,060 | $3,787-19.2% | $5,047-39.4% | $3,740-18.2% |
| Admin fee / account holder | $24 | $713-96.6% | $8,930-99.7% | $513-95.2% |