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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,652 |
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 | $28,327 | $49,763-43.1% | $70,565-59.9% | $74,473-62.0% |
| Participation rate | 70.2% | 64.6%+5.5pp | 68.4%+1.8pp | 70.7%-0.6pp |
| Annual return | 20.34% | 21.21%-0.9pp | 32.79%-12.5pp | 34.36%-14.0pp |
| Employer contribution / active EE | $1,816 | $1,776+2.3% | $2,976-39.0% | $2,638-31.2% |
| Participant deferral / active EE | $3,287 | $3,379-2.7% | $4,568-28.1% | $4,530-27.4% |
| Admin fee / account holder | $135 | $316-57.2% | $6,430-97.9% | $347-61.0% |