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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $61,839 |
ADP BROKER-DEALER9+ 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 | $171,542 | $95,438+79.7% | $135,982+26.2% | $74,473+130.3% |
| Participation rate | 77.1% | 78.2%-1.1pp | 81.9%-4.8pp | 70.7%+6.3pp |
| Annual return | 25.37% | 32.61%-7.2pp | 68.32%-43.0pp | 34.36%-9.0pp |
| Employer contribution / active EE | $3,451 | $3,878-11.0% | $4,859-29.0% | $2,638+30.8% |
| Participant deferral / active EE | $12,080 | $7,790+55.1% | $7,760+55.7% | $4,530+166.7% |
| Admin fee / account holder | $83 | $259-67.9% | $10,767-99.2% | $347-76.1% |