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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,616 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,950 | $88,137-46.7% | $164,975-71.5% | $74,429-36.9% |
| Participation rate | 75.9% | 73.1%+2.8pp | 78.6%-2.7pp | 67.2%+8.7pp |
| Annual return | 10.14% | 17.13%-7.0pp | 70.12%-60.0pp | 1368.38%-1358.2pp |
| Employer contribution / active EE | $2,052 | $2,597-21.0% | $4,343-52.8% | $2,625-21.8% |
| Participant deferral / active EE | $4,282 | $4,501-4.9% | $6,033-29.0% | $4,348-1.5% |
| Admin fee / account holder | $120 | $2,231-94.6% | $12,688-99.1% | $1,944-93.8% |