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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,738 |
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 | $28,806 | $80,763-64.3% | $102,412-71.9% | $74,459-61.3% |
| Participation rate | 90.9% | 65.7%+25.3pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 17.62% | 27.57%-10.0pp | 24.94%-7.3pp | 1369.70%-1352.1pp |
| Employer contribution / active EE | $2,998 | $3,160-5.1% | $3,870-22.5% | $2,626+14.2% |
| Participant deferral / active EE | $4,153 | $3,862+7.5% | $5,060-17.9% | $4,350-4.5% |
| Admin fee / account holder | $217 | $2,371-90.9% | $8,388-97.4% | $1,945-88.9% |