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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,064 |
ADP BROKER-DEALER6 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 | $83,505 | $101,653-17.9% | $147,080-43.2% | $74,459+12.1% |
| Participation rate | 99.2% | 75.6%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 14.96% | 8754.98%-8740.0pp | 420.17%-405.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $2,634 | $3,813-30.9% | $4,933-46.6% | $2,626+0.3% |
| Participant deferral / active EE | $8,699 | $7,304+19.1% | $8,066+7.8% | $4,350+100.0% |
| Admin fee / account holder | $199 | $1,752-88.6% | $12,989-98.5% | $1,945-89.8% |