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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $55,642 |
ADP BROKER-DEALER3+ 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 | $77,926 | $75,284+3.5% | $91,004-14.4% | $69,631+11.9% |
| Participation rate | 78.0% | 80.4%-2.4pp | 75.6%+2.4pp | 70.7%+7.3pp |
| Annual return | 17.23% | 48.40%-31.2pp | 4.60%+12.6pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $2,466 | $2,473-0.3% | $2,456+0.4% | $2,032+21.4% |
| Participant deferral / active EE | $4,093 | $3,700+10.6% | $3,548+15.4% | $3,224+27.0% |
| Admin fee / account holder | $125 | $111+12.8% | $5,417-97.7% | $110+13.0% |