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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $935 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $42,316 | $58,320-27.4% | $86,439-51.0% | $66,930-36.8% |
| Participation rate | 84.2% | 78.6%+5.6pp | 80.3%+3.8pp | 69.8%+14.4pp |
| Annual return | -13.38% | -9.71%-3.7pp | 4395.55%-4408.9pp | 1.57%-15.0pp |
| Employer contribution / active EE | $3,848 | $2,615+47.1% | $3,769+2.1% | $2,545+51.2% |
| Participant deferral / active EE | $12,741 | $6,899+84.7% | $6,952+83.3% | $4,238+200.6% |
| Admin fee / account holder | $4 | $546-99.2% | $6,732-99.9% | $593-99.2% |