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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,020 |
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 | $61,718 | $76,774-19.6% | $112,263-45.0% | $77,906-20.8% |
| Participation rate | 80.8% | 80.2%+0.6pp | 75.1%+5.7pp | 73.7%+7.1pp |
| Annual return | 42.36% | -10.25%+52.6pp | 27.49%+14.9pp | 12.16%+30.2pp |
| Employer contribution / active EE | $3,782 | $3,977-4.9% | $3,636+4.0% | $2,846+32.9% |
| Participant deferral / active EE | $6,924 | $3,778+83.3% | $4,729+46.4% | $4,805+44.1% |
| Admin fee / account holder | $8 | $239-96.5% | $6,410-99.9% | $133-93.7% |