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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,904 |
ADP BROKER-DEALER4 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 | $62,832 | $99,201-36.7% | $96,544-34.9% | $74,473-15.6% |
| Participation rate | 79.7% | 80.7%-1.0pp | 76.0%+3.7pp | 70.7%+9.0pp |
| Annual return | 22.23% | 22.40%-0.2pp | 25.88%-3.7pp | 34.36%-12.1pp |
| Employer contribution / active EE | $1,226 | $2,570-52.3% | $2,966-58.7% | $2,638-53.5% |
| Participant deferral / active EE | $5,165 | $4,938+4.6% | $4,851+6.5% | $4,530+14.0% |
| Admin fee / account holder | $23 | $225-90.0% | $8,254-99.7% | $347-93.5% |