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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,930 |
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 | $88,767 | $101,653-12.7% | $147,080-39.6% | $74,459+19.2% |
| Participation rate | 97.5% | 75.6%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | 16.64% | 8754.98%-8738.3pp | 420.17%-403.5pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $6,748 | $3,813+76.9% | $4,933+36.8% | $2,626+157.0% |
| Participant deferral / active EE | $18,282 | $7,304+150.3% | $8,066+126.6% | $4,350+320.3% |
| Admin fee / account holder | $24 | $1,752-98.6% | $12,989-99.8% | $1,945-98.8% |