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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,879 |
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 | $83,584 | $79,089+5.7% | $100,392-16.7% | $74,459+12.3% |
| Participation rate | 88.4% | 79.4%+9.0pp | 81.5%+6.9pp | 67.2%+21.2pp |
| Annual return | 24.50% | 20.61%+3.9pp | 49.45%-24.9pp | 1369.70%-1345.2pp |
| Employer contribution / active EE | $6,458 | $3,015+114.2% | $3,941+63.8% | $2,626+145.9% |
| Participant deferral / active EE | $13,048 | $7,747+68.4% | $8,090+61.3% | $4,350+200.0% |
| Admin fee / account holder | $240 | $1,336-82.0% | $7,904-97.0% | $1,945-87.6% |