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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% | $164,866-69.2% | $77,671-34.7% |
| Participation rate | 96.8% | 78.6%+18.2pp | 78.6%+18.2pp | 70.6%+26.2pp |
| Annual return | 17.01% | 28.81%-11.8pp | 69.97%-53.0pp | 31.21%-14.2pp |
| Employer contribution / active EE | $2,283 | $2,568-11.1% | $4,343-47.4% | $2,726-16.3% |
| Participant deferral / active EE | $5,033 | $4,897+2.8% | $6,033-16.6% | $4,648+8.3% |
| Admin fee / account holder | $11 | $340-96.8% | $12,689-99.9% | $430-97.5% |