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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,124 |
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 | $40,620 | $84,482-51.9% | $125,363-67.6% | $66,930-39.3% |
| Participation rate | 81.7% | 76.4%+5.3pp | 82.4%-0.7pp | 69.8%+11.9pp |
| Annual return | -15.33% | -8.49%-6.8pp | 572.15%-587.5pp | 1.57%-16.9pp |
| Employer contribution / active EE | $4,288 | $3,553+20.7% | $4,815-10.9% | $2,545+68.5% |
| Participant deferral / active EE | $10,974 | $6,782+61.8% | $7,447+47.4% | $4,238+158.9% |
| Admin fee / account holder | $6 | $685-99.1% | $10,005-99.9% | $593-99.0% |