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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $66,764 |
ADP BROKER-DEALER5+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,586 | $74,347+5.7% | $93,621-16.1% | $67,579+16.3% |
| Participation rate | 80.3% | 80.6%-0.3pp | 75.8%+4.4pp | 71.3%+9.0pp |
| Annual return | 17.91% | 28.07%-10.2pp | 32.76%-14.8pp | 378.56%-360.6pp |
| Employer contribution / active EE | $2,519 | $2,583-2.5% | $2,719-7.3% | $2,148+17.3% |
| Participant deferral / active EE | $4,846 | $4,060+19.4% | $4,070+19.1% | $3,539+36.9% |
| Admin fee / account holder | $125 | $123+2.3% | $7,890-98.4% | $142-11.8% |