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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,035 |
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 | $35,208 | $58,320-39.6% | $86,438-59.3% | $66,938-47.4% |
| Participation rate | 73.1% | 78.6%-5.5pp | 80.3%-7.2pp | 69.8%+3.3pp |
| Annual return | -17.10% | -9.71%-7.4pp | 4397.19%-4414.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,610 | $6,899+39.3% | $6,952+38.2% | $4,238+126.7% |
| Admin fee / account holder | $21 | $546-96.2% | $6,733-99.7% | $594-96.5% |