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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP Service code 13 · EIN 13-3036745 | Contract Administrator | $18,785 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $174,547 | $101,795+71.5% | $165,100+5.7% | $80,959+115.6% |
| Participation rate | 94.4% | 71.8%+22.6pp | 78.6%+15.8pp | 67.7%+26.8pp |
| Annual return | 17.19% | 16.73%+0.5pp | 70.21%-53.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,016 | $4,476+79.1% | $6,035+32.8% | $4,300+86.4% |
| Admin fee / account holder | $165 | $8,221-98.0% | $12,696-98.7% | $6,925-97.6% |