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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 | $79,045+12.2% | $100,378-11.6% | $74,429+19.2% |
| Participation rate | 86.4% | 79.4%+7.0pp | 81.5%+4.9pp | 67.2%+19.2pp |
| Annual return | 17.94% | 20.61%-2.7pp | 49.41%-31.5pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $6,860 | $3,015+127.5% | $3,942+74.0% | $2,625+161.3% |
| Participant deferral / active EE | $10,218 | $7,751+31.8% | $8,087+26.3% | $4,348+135.0% |
| Admin fee / account holder | $113 | $1,335-91.5% | $7,899-98.6% | $1,944-94.2% |