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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,375 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $131,277 | $80,983+62.1% | $96,544+36.0% | $75,177+74.6% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 12.36% | 27.05%-14.7pp | 25.88%-13.5pp | 160.75%-148.4pp |
| Employer contribution / active EE | $1,181 | $2,282-48.3% | $2,966-60.2% | $2,671-55.8% |
| Participant deferral / active EE | $4,186 | $3,929+6.6% | $4,851-13.7% | $4,126+1.4% |
| Admin fee / account holder | $20 | $6,717-99.7% | $8,254-99.8% | $5,651-99.6% |