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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,763 |
ADP BROKER-DEALER9+ 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 | $94,558 | $84,784+11.5% | $98,461-4.0% | $74,460+27.0% |
| Participation rate | 77.8% | 81.5%-3.8pp | 75.2%+2.6pp | 70.7%+7.0pp |
| Annual return | 15.69% | 20.59%-4.9pp | 21.17%-5.5pp | 34.38%-18.7pp |
| Employer contribution / active EE | $2,893 | $3,364-14.0% | $3,049-5.1% | $2,638+9.7% |
| Participant deferral / active EE | $6,069 | $5,218+16.3% | $4,738+28.1% | $4,530+34.0% |
| Admin fee / account holder | $100 | $204-51.1% | $8,961-98.9% | $348-71.3% |