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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,955 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $44,077 | $92,076-52.1% | $105,607-58.3% | $77,736-43.3% |
| Participation rate | 92.8% | 81.0%+11.8pp | 75.3%+17.5pp | 70.6%+22.2pp |
| Annual return | 22.26% | 17.84%+4.4pp | 116.11%-93.8pp | 31.26%-9.0pp |
| Employer contribution / active EE | $0 | $3,370-100.0% | $3,167-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $12,214 | $5,390+126.6% | $5,011+143.7% | $4,651+162.6% |
| Admin fee / account holder | $32 | $219-85.2% | $10,958-99.7% | $433-92.5% |