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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,693 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,818 | $106,164-41.8% | $147,041-58.0% | $77,692-20.4% |
| Participation rate | 86.1% | 78.4%+7.8pp | 82.2%+4.0pp | 70.6%+15.6pp |
| Annual return | 21.92% | 56.81%-34.9pp | 419.21%-397.3pp | 31.25%-9.3pp |
| Employer contribution / active EE | $3,871 | $4,066-4.8% | $4,935-21.6% | $2,726+42.0% |
| Participant deferral / active EE | $12,630 | $7,993+58.0% | $8,071+56.5% | $4,648+171.7% |
| Admin fee / account holder | $10 | $338-97.1% | $13,006-99.9% | $431-97.7% |