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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $114,941 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,621 | $38,058-56.3% | $169,463-90.2% | $75,289-77.9% |
| Participation rate | 94.8% | 65.1%+29.7pp | 77.8%+17.0pp | 72.4%+22.4pp |
| Annual return | -6.48% | -2.88%-3.6pp | 1.83%-8.3pp | -0.04%-6.4pp |
| Employer contribution / active EE | $1,283 | $1,478-13.2% | $4,159-69.1% | $2,405-46.6% |
| Participant deferral / active EE | $2,191 | $3,201-31.6% | $5,277-58.5% | $3,739-41.4% |
| Admin fee / account holder | $62 | $85-27.5% | $9,109-99.3% | $102-39.6% |