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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $43,520 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $6,110 |
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 | $26,147 | $55,932-53.3% | $76,735-65.9% | $67,986-61.5% |
| Participation rate | 91.8% | 50.8%+41.0pp | 69.5%+22.3pp | 57.2%+34.6pp |
| Annual return | 15.65% | 23.10%-7.5pp | 29.77%-14.1pp | 31.67%-16.0pp |
| Employer contribution / active EE | $637 | $1,487-57.2% | $2,454-74.0% | $2,019-68.4% |
| Participant deferral / active EE | $3,529 | $2,558+37.9% | $4,088-13.7% | $3,358+5.1% |
| Admin fee / account holder | $194 | $4,907-96.0% | $7,189-97.3% | $3,203-93.9% |