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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,479 |
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 | $145,888 | $46,332+214.9% | $143,797+1.5% | $64,824+125.1% |
| Participation rate | 99.2% | 64.2%+35.0pp | 80.3%+18.9pp | 71.5%+27.8pp |
| Annual return | -14.94% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $7,755 | $1,911+305.8% | $4,952+56.6% | $2,507+209.3% |
| Participant deferral / active EE | $6,753 | $2,647+155.1% | $5,638+19.8% | $4,311+56.6% |
| Admin fee / account holder | $19 | $154-87.6% | $14,679-99.9% | $188-89.9% |