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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,148 |
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 | $50,719 | $89,465-43.3% | $165,100-69.3% | $77,762-34.8% |
| Participation rate | 96.8% | 78.6%+18.2pp | 78.6%+18.2pp | 70.6%+26.2pp |
| Annual return | 17.01% | 28.86%-11.9pp | 70.21%-53.2pp | 31.27%-14.3pp |
| Employer contribution / active EE | $2,283 | $2,565-11.0% | $4,348-47.5% | $2,728-16.3% |
| Participant deferral / active EE | $5,033 | $4,904+2.6% | $6,035-16.6% | $4,651+8.2% |
| Admin fee / account holder | $11 | $340-96.8% | $12,696-99.9% | $433-97.5% |