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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,846 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $33,319 | $64,612-48.4% | $86,438-61.5% | $64,819-48.6% |
| Participation rate | 97.6% | 81.5%+16.2pp | 80.3%+17.3pp | 71.5%+26.2pp |
| Annual return | -13.35% | 0.66%-14.0pp | 4397.19%-4410.5pp | 32.84%-46.2pp |
| Employer contribution / active EE | $4,576 | $2,744+66.7% | $3,769+21.4% | $2,507+82.5% |
| Participant deferral / active EE | $8,761 | $7,497+16.9% | $6,952+26.0% | $4,311+103.2% |
| Admin fee / account holder | $10 | $169-93.9% | $6,733-99.8% | $188-94.5% |