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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $28,890 |
ADP BROKER-DEALER2+ 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 | $47,321 | $58,320-18.9% | $86,439-45.3% | $66,930-29.3% |
| Participation rate | 85.1% | 78.6%+6.6pp | 80.3%+4.8pp | 69.8%+15.3pp |
| Annual return | 5.46% | -9.71%+15.2pp | 4395.55%-4390.1pp | 1.57%+3.9pp |
| Employer contribution / active EE | $5,548 | $2,615+112.1% | $3,769+47.2% | $2,545+118.0% |
| Participant deferral / active EE | $12,617 | $6,899+82.9% | $6,952+81.5% | $4,238+197.7% |
| Admin fee / account holder | $132 | $546-75.8% | $6,732-98.0% | $593-77.8% |