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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,110 |
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 | $218,912 | $46,173+374.1% | $170,435+28.4% | $69,631+214.4% |
| Participation rate | 98.5% | 63.9%+34.6pp | 83.6%+14.9pp | 70.7%+27.8pp |
| Annual return | 18.08% | 21.62%-3.5pp | 205.94%-187.9pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $7,666 | $1,610+376.2% | $5,432+41.1% | $2,032+277.2% |
| Participant deferral / active EE | $5,705 | $2,080+174.3% | $4,939+15.5% | $3,224+77.0% |
| Admin fee / account holder | $6 | $116-94.4% | $13,881-100.0% | $110-94.1% |