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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,036 |
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 | $94,828 | $122,128-22.4% | $147,080-35.5% | $199,960-52.6% |
| Participation rate | 96.9% | 78.2%+18.8pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 17.52% | 30.58%-13.1pp | 420.17%-402.6pp | 34.28%-16.8pp |
| Employer contribution / active EE | $5,026 | $4,093+22.8% | $4,933+1.9% | $3,036+65.6% |
| Participant deferral / active EE | $13,506 | $8,484+59.2% | $8,066+67.4% | $5,087+165.5% |
| Admin fee / account holder | $16 | $180-91.2% | $12,989-99.9% | $269-94.1% |