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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $60,066 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $65,327 | $74,024-11.7% | $78,002-16.2% | $57,658+13.3% |
| Participation rate | 81.9% | 79.7%+2.2pp | 75.5%+6.4pp | 70.2%+11.7pp |
| Annual return | 6.53% | 12.14%-5.6pp | 425.99%-419.5pp | 5.13%+1.4pp |
| Employer contribution / active EE | $2,761 | $2,365+16.7% | $2,470+11.8% | $1,974+39.9% |
| Participant deferral / active EE | $4,450 | $3,533+26.0% | $3,497+27.3% | $3,061+45.4% |
| Admin fee / account holder | $137 | $93+46.8% | $5,481-97.5% | $95+44.7% |