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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,025 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,798 | $155,795-19.9% | $136,298-8.4% | $69,631+79.2% |
| Participation rate | 70.1% | 75.2%-5.2pp | 81.9%-11.9pp | 70.7%-0.6pp |
| Annual return | 18.48% | 232464.33%-232445.9pp | 5156.27%-5137.8pp | 27571.02%-27552.5pp |
| Employer contribution / active EE | $2,495 | $2,991-16.6% | $4,696-46.9% | $2,032+22.8% |
| Participant deferral / active EE | $10,809 | $5,394+100.4% | $6,247+73.0% | $3,224+235.3% |
| Admin fee / account holder | $9 | $128-92.8% | $9,244-99.9% | $110-91.6% |