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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,406 |
ADP BROKER-DEALER7+ 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 | $38,785 | $87,125-55.5% | $108,405-64.2% | $86,821-55.3% |
| Participation rate | 97.9% | 80.5%+17.4pp | 80.1%+17.8pp | 72.3%+25.6pp |
| Annual return | 24.65% | 25.21%-0.6pp | 905.55%-880.9pp | 97.94%-73.3pp |
| Employer contribution / active EE | $3,469 | $2,477+40.0% | $3,559-2.5% | $2,406+44.2% |
| Participant deferral / active EE | $10,073 | $6,944+45.1% | $6,563+53.5% | $4,132+143.8% |
| Admin fee / account holder | $59 | $130-54.3% | $7,297-99.2% | $170-64.9% |