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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,099 |
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 | $63,024 | $99,957-36.9% | $149,715-57.9% | $73,493-14.2% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 18.03% | 53.87%-35.8pp | 276.66%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $2,366 | $3,191-25.8% | $4,645-49.1% | $2,270+4.2% |
| Participant deferral / active EE | $10,560 | $6,073+73.9% | $6,842+54.3% | $3,740+182.4% |
| Admin fee / account holder | $14 | $551-97.5% | $9,310-99.9% | $513-97.4% |