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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,880 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $12,893 |
ADP BROKER-DEALER7 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 | $80,639 | $88,360-8.7% | $145,433-44.6% | $67,986+18.6% |
| Participation rate | 98.4% | 65.5%+32.9pp | 82.1%+16.3pp | 57.2%+41.2pp |
| Annual return | 16.67% | 63.15%-46.5pp | 66.58%-49.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $2,514 | $3,054-17.7% | $4,554-44.8% | $2,019+24.5% |
| Participant deferral / active EE | $8,319 | $5,932+40.2% | $7,897+5.3% | $3,358+147.7% |
| Admin fee / account holder | $219 | $3,313-93.4% | $13,129-98.3% | $3,203-93.1% |