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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,763 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,163 | $50,199-57.8% | $69,890-69.7% | $66,949-68.4% |
| Participation rate | 96.2% | 66.3%+29.8pp | 70.5%+25.7pp | 69.8%+26.4pp |
| Annual return | -18.23% | -13.85%-4.4pp | 190.84%-209.1pp | 1.57%-19.8pp |
| Employer contribution / active EE | $2,518 | $1,864+35.1% | $2,560-1.6% | $2,545-1.1% |
| Participant deferral / active EE | $2,286 | $3,112-26.6% | $3,848-40.6% | $4,239-46.1% |
| Admin fee / account holder | $194 | $600-67.6% | $6,267-96.9% | $594-67.3% |