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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,137 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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 | $50,474 | $101,653-50.3% | $147,080-65.7% | $74,459-32.2% |
| Participation rate | 88.2% | 75.6%+12.7pp | 82.2%+6.1pp | 67.2%+21.0pp |
| Annual return | 15.82% | 8754.98%-8739.2pp | 420.17%-404.3pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $3,516 | $3,813-7.8% | $4,933-28.7% | $2,626+33.9% |
| Participant deferral / active EE | $8,691 | $7,304+19.0% | $8,066+7.7% | $4,350+99.8% |
| Admin fee / account holder | $17 | $1,752-99.0% | $12,989-99.9% | $1,945-99.1% |