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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,035 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $220,453 | $61,166+260.4% | $185,849+18.6% | $79,391+177.7% |
| Participation rate | 97.5% | 66.6%+30.8pp | 81.7%+15.7pp | 70.7%+26.7pp |
| Annual return | 16.15% | 19.45%-3.3pp | 122.10%-105.9pp | 116.88%-100.7pp |
| Employer contribution / active EE | $9,284 | $2,321+300.0% | $5,169+79.6% | $2,428+282.4% |
| Participant deferral / active EE | $9,003 | $2,789+222.8% | $5,569+61.7% | $4,046+122.5% |
| Admin fee / account holder | $30 | $710-95.7% | $16,244-99.8% | $627-95.2% |