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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 | $79,169+12.1% | $100,415-11.6% | $74,478+19.1% |
| Participation rate | 86.4% | 79.4%+7.0pp | 81.5%+4.9pp | 67.2%+19.2pp |
| Annual return | 17.94% | 20.51%-2.6pp | 49.47%-31.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $6,860 | $3,017+127.4% | $3,943+74.0% | $2,626+161.2% |
| Participant deferral / active EE | $10,218 | $7,751+31.8% | $8,091+26.3% | $4,350+134.9% |
| Admin fee / account holder | $113 | $1,337-91.5% | $7,906-98.6% | $1,946-94.2% |