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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $139,964 |
BDO USA, LLP5 years Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $43,500 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $202,732 | $106,247+90.8% | $147,096+37.8% | $77,714+160.9% |
| Participation rate | 82.8% | 78.4%+4.4pp | 82.2%+0.6pp | 70.6%+12.2pp |
| Annual return | 18.43% | 56.87%-38.4pp | 419.75%-401.3pp | 31.26%-12.8pp |
| Employer contribution / active EE | $4,052 | $4,069-0.4% | $4,936-17.9% | $2,727+48.6% |
| Participant deferral / active EE | $14,468 | $7,996+80.9% | $8,071+79.3% | $4,649+211.2% |
| Admin fee / account holder | $260 | $338-23.2% | $13,005-98.0% | $433-40.0% |