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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,084 |
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 | $55,532 | $101,591-45.3% | $147,096-62.2% | $74,429-25.4% |
| Participation rate | 73.5% | 75.5%-2.1pp | 82.2%-8.7pp | 67.2%+6.3pp |
| Annual return | 21.47% | 8746.45%-8725.0pp | 419.75%-398.3pp | 1368.38%-1346.9pp |
| Employer contribution / active EE | $3,365 | $3,813-11.7% | $4,936-31.8% | $2,625+28.2% |
| Participant deferral / active EE | $5,425 | $7,302-25.7% | $8,071-32.8% | $4,348+24.8% |
| Admin fee / account holder | $17 | $1,750-99.0% | $13,005-99.9% | $1,944-99.1% |