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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 | $92,076+18.3% | $105,607+3.1% | $77,736+40.1% |
| Participation rate | 97.4% | 81.0%+16.4pp | 75.3%+22.1pp | 70.6%+26.8pp |
| Annual return | 25.37% | 17.84%+7.5pp | 116.11%-90.7pp | 31.26%-5.9pp |
| Employer contribution / active EE | $9,384 | $3,370+178.5% | $3,167+196.3% | $2,728+244.0% |
| Participant deferral / active EE | $19,147 | $5,390+255.3% | $5,011+282.1% | $4,651+311.7% |
| Admin fee / account holder | $24 | $219-89.1% | $10,958-99.8% | $433-94.5% |