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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,648 |
ADP BROKER-DEALER6+ 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 | $89,060 | $85,135+4.6% | $98,920-10.0% | $73,412+21.3% |
| Participation rate | 82.7% | 81.1%+1.5pp | 76.0%+6.7pp | 72.2%+10.5pp |
| Annual return | 13.18% | 19.14%-6.0pp | 196.47%-183.3pp | 59.30%-46.1pp |
| Employer contribution / active EE | $2,612 | $2,721-4.0% | $2,689-2.9% | $2,234+16.9% |
| Participant deferral / active EE | $5,027 | $4,349+15.6% | $4,245+18.4% | $3,806+32.1% |
| Admin fee / account holder | $92 | $139-33.6% | $6,643-98.6% | $158-41.5% |