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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,355 |
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 | $59,008 | $57,921+1.9% | $84,753-30.4% | $57,658+2.3% |
| Participation rate | 78.3% | 72.9%+5.4pp | 76.6%+1.8pp | 70.2%+8.1pp |
| Annual return | 11.88% | 10.24%+1.6pp | 22.78%-10.9pp | 5.13%+6.8pp |
| Employer contribution / active EE | $1,217 | $2,598-53.2% | $3,574-66.0% | $1,974-38.3% |
| Participant deferral / active EE | $4,471 | $2,742+63.0% | $3,712+20.4% | $3,061+46.1% |
| Admin fee / account holder | $11 | $130-91.2% | $5,333-99.8% | $95-87.9% |