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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,099 |
ADP BROKER-DEALER10+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,938 | $92,076+15.1% | $105,608+0.3% | $77,714+36.3% |
| Participation rate | 75.7% | 81.0%-5.4pp | 75.3%+0.4pp | 70.6%+5.1pp |
| Annual return | 10.90% | 17.84%-6.9pp | 116.50%-105.6pp | 31.26%-20.4pp |
| Employer contribution / active EE | $2,920 | $3,370-13.3% | $3,167-7.8% | $2,727+7.1% |
| Participant deferral / active EE | $6,512 | $5,390+20.8% | $5,010+30.0% | $4,649+40.1% |
| Admin fee / account holder | $110 | $219-49.6% | $11,028-99.0% | $433-74.5% |