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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $55,563 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $82,742 | $81,948+1.0% | $90,760-8.8% | $64,819+27.7% |
| Participation rate | 78.4% | 80.5%-2.1pp | 75.7%+2.7pp | 71.5%+6.9pp |
| Annual return | -14.75% | -12.53%-2.2pp | -12.16%-2.6pp | 32.84%-47.6pp |
| Employer contribution / active EE | $2,716 | $3,067-11.4% | $2,922-7.0% | $2,507+8.4% |
| Participant deferral / active EE | $5,765 | $4,844+19.0% | $4,565+26.3% | $4,311+33.7% |
| Admin fee / account holder | $97 | $157-38.2% | $8,444-98.8% | $188-48.3% |