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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $64,799 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $53,758 | $87,621-38.6% | $86,438-37.8% | $77,906-31.0% |
| Participation rate | 77.6% | 85.8%-8.2pp | 80.3%-2.8pp | 73.7%+3.9pp |
| Annual return | -16.41% | -13.90%-2.5pp | 4397.19%-4413.6pp | 12.16%-28.6pp |
| Employer contribution / active EE | $2,899 | $3,474-16.6% | $3,769-23.1% | $2,846+1.8% |
| Participant deferral / active EE | $11,691 | $8,645+35.2% | $6,952+68.2% | $4,805+143.3% |
| Admin fee / account holder | $24 | $85-71.8% | $6,733-99.6% | $133-82.0% |