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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $90,264 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,497 | $66,004-73.5% | $81,820-78.6% | $77,714-77.5% |
| Participation rate | 91.9% | 65.8%+26.1pp | 72.4%+19.6pp | 70.6%+21.4pp |
| Annual return | 20.85% | 26.65%-5.8pp | 777.93%-757.1pp | 31.26%-10.4pp |
| Employer contribution / active EE | $2,512 | $2,375+5.7% | $2,915-13.8% | $2,727-7.9% |
| Participant deferral / active EE | $6,051 | $3,508+72.5% | $4,323+40.0% | $4,649+30.2% |
| Admin fee / account holder | $158 | $527-69.9% | $7,391-97.9% | $433-63.4% |