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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,692 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: AMERIPRISE FINANCIAL Service code 49 17028 N BOSWELL BLVD · SUN CITY, AZ 85373 | Other Services | $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 | $60,107 | $71,230-15.6% | $93,727-35.9% | $80,959-25.8% |
| Participation rate | 98.5% | 60.4%+38.1pp | 68.7%+29.8pp | 67.7%+30.8pp |
| Annual return | 12.38% | 11.26%+1.1pp | 133.83%-121.5pp | 35.67%-23.3pp |
| Employer contribution / active EE | $1,699 | $1,565+8.5% | $2,421-29.8% | $2,757-38.4% |
| Participant deferral / active EE | $4,180 | $4,037+3.5% | $4,417-5.4% | $4,300-2.8% |
| Admin fee / account holder | $55 | $6,961-99.2% | $8,292-99.3% | $6,925-99.2% |