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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,473 |
CADARET GRANT & CO INC1 year Service code 15 · EIN 22-2361254 | Recordkeeping | $22,507 |
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 | $106,812 | $79,209+34.8% | $102,434+4.3% | $74,459+43.4% |
| Participation rate | 96.3% | 74.8%+21.5pp | 76.5%+19.8pp | 67.2%+29.0pp |
| Annual return | 14.42% | 54.98%-40.6pp | 29.46%-15.0pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $2,171 | $2,362-8.1% | $3,023-28.2% | $2,626-17.3% |
| Participant deferral / active EE | $7,959 | $4,417+80.2% | $5,055+57.4% | $4,350+83.0% |
| Admin fee / account holder | $243 | $2,002-87.8% | $9,462-97.4% | $1,945-87.5% |