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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,164 |
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 | $179,096 | $50,919+251.7% | $155,556+15.1% | $77,762+130.3% |
| Participation rate | 98.7% | 63.1%+35.6pp | 78.2%+20.5pp | 70.6%+28.1pp |
| Annual return | 18.71% | 34.84%-16.1pp | 64.84%-46.1pp | 31.27%-12.6pp |
| Employer contribution / active EE | $8,034 | $1,991+303.4% | $4,675+71.8% | $2,728+194.5% |
| Participant deferral / active EE | $7,385 | $2,824+161.5% | $5,631+31.2% | $4,651+58.8% |
| Admin fee / account holder | $25 | $437-94.3% | $15,885-99.8% | $433-94.3% |