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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $400 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,805 | $70,917+15.4% | $98,920-17.3% | $73,497+11.3% |
| Participation rate | 80.8% | 73.8%+7.0pp | 76.0%+4.7pp | 70.7%+10.1pp |
| Annual return | 16.60% | 34.18%-17.6pp | 196.47%-179.9pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,421 | $2,037+18.8% | $2,689-10.0% | $2,270+6.6% |
| Participant deferral / active EE | $8,399 | $3,501+139.9% | $4,245+97.9% | $3,740+124.6% |
| Admin fee / account holder | $3 | $535-99.4% | $6,643-100.0% | $513-99.4% |