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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $60,824 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $78,112 | $90,064-13.3% | $100,415-22.2% | $77,762+0.5% |
| Participation rate | 98.6% | 81.3%+17.3pp | 81.5%+17.0pp | 70.6%+28.0pp |
| Annual return | 18.12% | 20.61%-2.5pp | 49.47%-31.4pp | 31.27%-13.2pp |
| Employer contribution / active EE | $4,660 | $3,043+53.1% | $3,943+18.2% | $2,728+70.8% |
| Participant deferral / active EE | $16,233 | $8,282+96.0% | $8,091+100.6% | $4,651+249.0% |
| Admin fee / account holder | $78 | $172-54.8% | $7,906-99.0% | $433-82.1% |