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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,278 |
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 | $50,614 | $101,499-50.1% | $147,005-65.6% | $74,546-32.1% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.2%-10.2pp | 67.2%+4.7pp |
| Annual return | 14.10% | 8732.34%-8718.2pp | 418.76%-404.7pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $12,489 | $7,304+71.0% | $8,070+54.8% | $4,347+187.3% |
| Admin fee / account holder | $139 | $1,748-92.1% | $13,006-98.9% | $1,944-92.9% |