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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,425 |
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 | $30,399 | $51,207-40.6% | $70,565-56.9% | $71,529-57.5% |
| Participation rate | 90.8% | 59.4%+31.4pp | 68.4%+22.4pp | 67.9%+22.8pp |
| Annual return | 15.61% | 42.71%-27.1pp | 32.79%-17.2pp | 28.97%-13.4pp |
| Employer contribution / active EE | $849 | $1,795-52.7% | $2,976-71.5% | $2,590-67.2% |
| Participant deferral / active EE | $4,602 | $3,033+51.7% | $4,568+0.7% | $4,291+7.2% |
| Admin fee / account holder | $139 | $2,002-93.1% | $6,430-97.8% | $1,588-91.3% |