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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $118,205 |
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 | $21,171 | $42,367-50.0% | $79,580-73.4% | $64,819-67.3% |
| Participation rate | 87.3% | 64.7%+22.6pp | 69.5%+17.8pp | 71.5%+15.9pp |
| Annual return | -18.04% | -12.23%-5.8pp | 0.15%-18.2pp | 32.84%-50.9pp |
| Employer contribution / active EE | $718 | $1,181-39.2% | $2,413-70.2% | $2,507-71.4% |
| Participant deferral / active EE | $3,881 | $3,170+22.4% | $3,985-2.6% | $4,311-10.0% |
| Admin fee / account holder | $202 | $160+26.8% | $6,835-97.0% | $188+7.8% |