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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,452 |
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 | $54,373 | $101,672-46.5% | $147,117-63.0% | $74,478-27.0% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 13.83% | 8757.83%-8744.0pp | 420.54%-406.7pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,684 | $3,813-55.8% | $4,932-65.9% | $2,626-35.9% |
| Participant deferral / active EE | $5,596 | $7,305-23.4% | $8,065-30.6% | $4,350+28.6% |
| Admin fee / account holder | $33 | $1,753-98.1% | $12,993-99.7% | $1,946-98.3% |