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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,224 |
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 | $108,885 | $92,090+18.2% | $106,201+2.5% | $77,671+40.2% |
| Participation rate | 97.4% | 81.0%+16.4pp | 75.3%+22.1pp | 70.6%+26.8pp |
| Annual return | 25.37% | 17.89%+7.5pp | 116.26%-90.9pp | 31.21%-5.8pp |
| Employer contribution / active EE | $9,384 | $3,368+178.6% | $3,170+196.1% | $2,726+244.2% |
| Participant deferral / active EE | $19,147 | $5,386+255.5% | $5,012+282.0% | $4,648+311.9% |
| Admin fee / account holder | $24 | $219-89.1% | $11,039-99.8% | $430-94.4% |