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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,205 |
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 | $92,827 | $93,598-0.8% | $135,974-31.7% | $75,173+23.5% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.2pp | 67.2%+29.0pp |
| Annual return | 21.53% | 30.89%-9.4pp | 68.30%-46.8pp | 160.72%-139.2pp |
| Employer contribution / active EE | $5,526 | $3,538+56.2% | $4,859+13.7% | $2,671+106.9% |
| Participant deferral / active EE | $15,702 | $6,405+145.1% | $7,760+102.4% | $4,126+280.5% |
| Admin fee / account holder | $193 | $6,978-97.2% | $10,767-98.2% | $5,651-96.6% |