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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,530 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,871 | $50,498-7.2% | $75,784-38.2% | $55,191-15.1% |
| Participation rate | 89.9% | 69.4%+20.5pp | 75.8%+14.1pp | 69.2%+20.8pp |
| Annual return | 16.13% | 1.80%+14.3pp | 9.68%+6.4pp | 10.78%+5.3pp |
| Employer contribution / active EE | $973 | $2,291-57.5% | $3,323-70.7% | $1,899-48.8% |
| Participant deferral / active EE | $3,285 | $2,589+26.9% | $3,652-10.0% | $3,046+7.8% |
| Admin fee / account holder | $12 | $123-90.5% | $5,300-99.8% | $91-87.1% |