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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,965 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 15 6720-B ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Recordkeeping | $31,249 |
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 | $67,398 | $106,247-36.6% | $147,096-54.2% | $77,714-13.3% |
| Participation rate | 92.4% | 78.4%+14.0pp | 82.2%+10.2pp | 70.6%+21.8pp |
| Annual return | 26.25% | 56.87%-30.6pp | 419.75%-393.5pp | 31.26%-5.0pp |
| Employer contribution / active EE | $7,249 | $4,069+78.1% | $4,936+46.9% | $2,727+165.8% |
| Participant deferral / active EE | $10,182 | $7,996+27.3% | $8,071+26.2% | $4,649+119.0% |
| Admin fee / account holder | $235 | $338-30.4% | $13,005-98.2% | $433-45.7% |