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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,702 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $130,388 | $101,591+28.3% | $147,096-11.4% | $74,429+75.2% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 15.78% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $7,159 | $3,813+87.8% | $4,936+45.0% | $2,625+172.7% |
| Participant deferral / active EE | $14,320 | $7,302+96.1% | $8,071+77.4% | $4,348+229.3% |
| Admin fee / account holder | $94 | $1,750-94.6% | $13,005-99.3% | $1,944-95.2% |