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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 | $78,976+5.8% | $100,383-16.7% | $74,546+12.1% |
| Participation rate | 88.4% | 79.5%+8.9pp | 81.5%+6.9pp | 67.2%+21.2pp |
| Annual return | 24.50% | 20.62%+3.9pp | 49.26%-24.8pp | 1366.03%-1341.5pp |
| Employer contribution / active EE | $6,458 | $3,019+113.9% | $3,944+63.8% | $2,624+146.1% |
| Participant deferral / active EE | $13,048 | $7,758+68.2% | $8,086+61.4% | $4,347+200.1% |
| Admin fee / account holder | $240 | $1,330-81.9% | $7,900-97.0% | $1,944-87.6% |