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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,333 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,052 | $88,042-54.5% | $138,135-71.0% | $79,852-49.8% |
| Participation rate | 77.2% | 71.4%+5.8pp | 78.7%-1.5pp | 69.6%+7.6pp |
| Annual return | 8.07% | 20.58%-12.5pp | 20.51%-12.4pp | 31.72%-23.7pp |
| Employer contribution / active EE | $2,410 | $3,103-22.3% | $5,587-56.9% | $2,471-2.5% |
| Participant deferral / active EE | $6,356 | $4,704+35.1% | $6,431-1.2% | $3,740+69.9% |
| Admin fee / account holder | $47 | $7,791-99.4% | $11,856-99.6% | $5,306-99.1% |