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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $47,895 |
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 | $165,948 | $99,957+66.0% | $149,745+10.8% | $73,497+125.8% |
| Participation rate | 97.7% | 75.7%+22.0pp | 82.5%+15.2pp | 70.7%+27.0pp |
| Annual return | 16.86% | 53.87%-37.0pp | 276.72%-259.9pp | 28.51%-11.7pp |
| Employer contribution / active EE | $26,609 | $3,191+733.9% | $4,646+472.8% | $2,270+1072.2% |
| Participant deferral / active EE | $15,183 | $6,073+150.0% | $6,843+121.9% | $3,740+306.0% |
| Admin fee / account holder | $209 | $551-62.0% | $9,312-97.8% | $513-59.3% |