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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,943 |
ADP BROKER-DEALER7+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $125,376 | $100,003+25.4% | $146,685-14.5% | $85,856+46.0% |
| Participation rate | 95.5% | 73.1%+22.4pp | 80.1%+15.4pp | 69.3%+26.2pp |
| Annual return | 13.58% | 18.93%-5.4pp | 22.75%-9.2pp | 318.58%-305.0pp |
| Employer contribution / active EE | $1,843 | $2,559-28.0% | $4,137-55.5% | $2,565-28.2% |
| Participant deferral / active EE | $2,287 | $4,006-42.9% | $5,507-58.5% | $3,952-42.1% |
| Admin fee / account holder | $209 | $7,704-97.3% | $10,281-98.0% | $6,261-96.7% |