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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $74,600 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $34,859 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $40,844 | $95,417-57.2% | $135,974-70.0% | $74,460-45.1% |
| Participation rate | 99.7% | 78.2%+21.5pp | 81.9%+17.8pp | 70.7%+29.0pp |
| Annual return | 22.56% | 32.76%-10.2pp | 68.30%-45.7pp | 34.38%-11.8pp |
| Employer contribution / active EE | $4,182 | $3,878+7.8% | $4,859-13.9% | $2,638+58.5% |
| Participant deferral / active EE | $7,382 | $7,789-5.2% | $7,760-4.9% | $4,530+63.0% |
| Admin fee / account holder | $188 | $266-29.5% | $10,767-98.3% | $348-46.0% |