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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,564 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $51,125 | $72,303-29.3% | $86,698-41.0% | $64,824-21.1% |
| Participation rate | 81.7% | 80.4%+1.3pp | 76.6%+5.1pp | 71.5%+10.2pp |
| Annual return | -15.09% | 392.77%-407.9pp | 35.96%-51.1pp | 32.84%-47.9pp |
| Employer contribution / active EE | $1,046 | $2,393-56.3% | $2,837-63.1% | $2,507-58.3% |
| Participant deferral / active EE | $4,623 | $4,660-0.8% | $4,656-0.7% | $4,311+7.2% |
| Admin fee / account holder | $18 | $174-89.8% | $7,492-99.8% | $188-90.5% |