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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 | $80,731-64.3% | $103,378-72.1% | $74,400-61.3% |
| Participation rate | 90.9% | 65.7%+25.3pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 17.62% | 27.56%-9.9pp | 24.91%-7.3pp | 1367.51%-1349.9pp |
| Employer contribution / active EE | $2,998 | $3,159-5.1% | $3,870-22.5% | $2,624+14.2% |
| Participant deferral / active EE | $4,153 | $3,862+7.6% | $5,058-17.9% | $4,348-4.5% |
| Admin fee / account holder | $217 | $2,369-90.9% | $8,401-97.4% | $1,944-88.9% |