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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $174,812 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 15 · EIN 06-1397347 | Recordkeeping | $87,610 |
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 | $90,312 | $115,744-22.0% | $100,415-10.1% | $200,096-54.9% |
| Participation rate | 80.7% | 85.7%-5.0pp | 81.5%-0.8pp | 72.0%+8.7pp |
| Annual return | 17.81% | 17.79%0pp | 49.47%-31.7pp | 34.26%-16.5pp |
| Employer contribution / active EE | $2,959 | $3,657-19.1% | $3,943-24.9% | $3,038-2.6% |
| Participant deferral / active EE | $12,901 | $9,844+31.0% | $8,091+59.4% | $5,090+153.5% |
| Admin fee / account holder | $104 | $93+12.1% | $7,906-98.7% | $269-61.3% |