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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,175 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Service code 49 35 VILLAGE RD STE 601 · MIDDLETON, MA 01949 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,559 | $60,165-47.5% | $74,184-57.5% | $55,167-42.8% |
| Participation rate | 79.1% | 74.2%+5.0pp | 76.6%+2.5pp | 69.0%+10.1pp |
| Annual return | 9.58% | 10.00%-0.4pp | 17.74%-8.2pp | 169.23%-159.6pp |
| Employer contribution / active EE | $733 | $1,600-54.2% | $2,370-69.1% | $1,963-62.7% |
| Participant deferral / active EE | $6,152 | $2,973+107.0% | $3,550+73.3% | $3,054+101.4% |
| Admin fee / account holder | $16 | $419-96.3% | $5,586-99.7% | $504-96.9% |