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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 | $101,591-50.2% | $147,096-65.6% | $74,429-32.0% |
| Participation rate | 71.9% | 75.5%-3.6pp | 82.2%-10.3pp | 67.2%+4.7pp |
| Annual return | 14.10% | 8746.45%-8732.4pp | 419.75%-405.6pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $12,489 | $7,302+71.0% | $8,071+54.7% | $4,348+187.2% |
| Admin fee / account holder | $139 | $1,750-92.1% | $13,005-98.9% | $1,944-92.9% |