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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,808 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,759 | $101,672-83.5% | $147,117-88.6% | $74,478-77.5% |
| Participation rate | 81.4% | 75.5%+5.8pp | 82.2%-0.8pp | 67.2%+14.2pp |
| Annual return | 15.50% | 8757.83%-8742.3pp | 420.54%-405.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $3,673 | $3,813-3.7% | $4,932-25.5% | $2,626+39.8% |
| Participant deferral / active EE | $4,240 | $7,305-42.0% | $8,065-47.4% | $4,350-2.5% |
| Admin fee / account holder | $64 | $1,753-96.3% | $12,993-99.5% | $1,946-96.7% |