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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,307 |
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 | $88,719 | $78,976+12.3% | $100,383-11.6% | $74,546+19.0% |
| Participation rate | 86.4% | 79.5%+7.0pp | 81.5%+4.9pp | 67.2%+19.2pp |
| Annual return | 17.94% | 20.62%-2.7pp | 49.26%-31.3pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $6,860 | $3,019+127.2% | $3,944+73.9% | $2,624+161.4% |
| Participant deferral / active EE | $10,218 | $7,758+31.7% | $8,086+26.4% | $4,347+135.0% |
| Admin fee / account holder | $113 | $1,330-91.5% | $7,900-98.6% | $1,944-94.2% |