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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,850 |
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 | $33,806 | $60,788-44.4% | $85,709-60.6% | $79,391-57.4% |
| Participation rate | 70.3% | 62.1%+8.2pp | 69.9%+0.4pp | 70.7%-0.4pp |
| Annual return | 14.90% | 16.57%-1.7pp | 21.49%-6.6pp | 116.88%-102.0pp |
| Employer contribution / active EE | $1,140 | $1,664-31.5% | $2,619-56.5% | $2,428-53.0% |
| Participant deferral / active EE | $3,362 | $2,920+15.1% | $3,924-14.3% | $4,046-16.9% |
| Admin fee / account holder | $148 | $439-66.3% | $6,876-97.8% | $627-76.4% |