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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,563 |
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 | $40,462 | $55,446-27.0% | $155,574-74.0% | $74,429-45.6% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 16.29% | 269.20%-252.9pp | 64.87%-48.6pp | 1368.38%-1352.1pp |
| Employer contribution / active EE | $4,756 | $2,266+109.9% | $4,676+1.7% | $2,625+81.2% |
| Participant deferral / active EE | $9,728 | $2,836+243.0% | $5,629+72.8% | $4,348+123.7% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,914-99.9% | $1,944-99.2% |