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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $33,255 |
BDO USA, LLP6+ years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $22,454 |
ADP BROKER-DEALER6+ years 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 | $196,702 | $123,793+58.9% | $177,827+10.6% | $79,858+146.3% |
| Participation rate | 97.8% | 84.7%+13.1pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 13.76% | 22.82%-9.1pp | 48.32%-34.6pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $19,347 | $5,956+224.8% | $7,713+150.8% | $3,740+417.3% |
| Admin fee / account holder | $290 | $7,243-96.0% | $12,429-97.7% | $5,306-94.5% |