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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 | $101,591-83.5% | $147,096-88.6% | $74,429-77.5% |
| Participation rate | 81.4% | 75.5%+5.9pp | 82.2%-0.8pp | 67.2%+14.2pp |
| Annual return | 15.50% | 8746.45%-8731.0pp | 419.75%-404.2pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $3,673 | $3,813-3.7% | $4,936-25.6% | $2,625+39.9% |
| Participant deferral / active EE | $4,240 | $7,302-41.9% | $8,071-47.5% | $4,348-2.5% |
| Admin fee / account holder | $64 | $1,750-96.3% | $13,005-99.5% | $1,944-96.7% |