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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,059 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,246 | $99,957-71.7% | $149,715-81.1% | $73,493-61.6% |
| Participation rate | 96.6% | 75.7%+20.9pp | 82.5%+14.1pp | 70.7%+25.9pp |
| Annual return | 22.47% | 53.87%-31.4pp | 276.66%-254.2pp | 28.51%-6.0pp |
| Employer contribution / active EE | $3,609 | $3,191+13.1% | $4,645-22.3% | $2,270+59.0% |
| Participant deferral / active EE | $8,224 | $6,073+35.4% | $6,842+20.2% | $3,740+119.9% |
| Admin fee / account holder | $12 | $551-97.9% | $9,310-99.9% | $513-97.7% |