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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,250 |
ADP BROKER-DEALER2 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 | $116,656 | $104,479+11.7% | $159,474-26.8% | $79,391+46.9% |
| Participation rate | 91.7% | 76.6%+15.0pp | 82.8%+8.8pp | 70.7%+21.0pp |
| Annual return | 15.58% | 67.98%-52.4pp | 263.68%-248.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $4,429 | $3,417+29.6% | $4,831-8.3% | $2,428+82.4% |
| Participant deferral / active EE | $10,193 | $6,468+57.6% | $7,353+38.6% | $4,046+151.9% |
| Admin fee / account holder | $7 | $711-99.0% | $10,802-99.9% | $627-98.8% |