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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $225,307 |
ADP BROKER-DEALER6+ 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 | $18,910 | $50,151-62.3% | $149,717-87.4% | $80,149-76.4% |
| Participation rate | 74.4% | 64.3%+10.1pp | 78.8%-4.3pp | 72.9%+1.5pp |
| Annual return | 21.46% | 29.80%-8.3pp | 134.41%-113.0pp | 40.39%-18.9pp |
| Employer contribution / active EE | $2,223 | $1,867+19.1% | $4,820-53.9% | $2,977-25.3% |
| Participant deferral / active EE | $2,933 | $3,194-8.2% | $5,682-48.4% | $5,015-41.5% |
| Admin fee / account holder | $66 | $153-56.6% | $13,213-99.5% | $145-54.3% |