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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,491 |
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 | $49,164 | $85,713-42.6% | $86,698-43.3% | - |
| Participation rate | 74.7% | 72.2%+2.6pp | 76.6%-1.8pp | - |
| Annual return | -12.68% | -20.12%+7.4pp | 35.95%-48.6pp | - |
| Employer contribution / active EE | $0 | $1,789-100.0% | $2,837-100.0% | - |
| Participant deferral / active EE | $3,532 | $3,318+6.4% | $4,656-24.2% | - |
| Admin fee / account holder | $219 | $28,935-99.2% | $7,493-97.1% | - |