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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 | $101,539-46.5% | $147,041-63.0% | $74,400-26.9% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 13.83% | 8740.84%-8727.0pp | 419.21%-405.4pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $1,684 | $3,811-55.8% | $4,935-65.9% | $2,624-35.8% |
| Participant deferral / active EE | $5,596 | $7,304-23.4% | $8,071-30.7% | $4,348+28.7% |
| Admin fee / account holder | $33 | $1,749-98.1% | $13,006-99.7% | $1,944-98.3% |