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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $99,813 |
ADP BROKER-DEALER6+ 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 | $25,018 | $48,592-48.5% | $185,823-86.5% | $90,288-72.3% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.0%+17.9pp | 73.4%+22.6pp |
| Annual return | 13.77% | 68.51%-54.7pp | 35.95%-22.2pp | 53.97%-40.2pp |
| Employer contribution / active EE | $1,524 | $1,389+9.7% | $4,087-62.7% | $2,524-39.6% |
| Participant deferral / active EE | $2,797 | $3,463-19.2% | $5,632-50.3% | $4,232-33.9% |
| Admin fee / account holder | $67 | $77-13.8% | $9,500-99.3% | $114-41.5% |