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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $114,517 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $82,598 | $92,090-10.3% | $106,201-22.2% | $77,671+6.3% |
| Participation rate | 93.8% | 81.0%+12.8pp | 75.3%+18.5pp | 70.6%+23.3pp |
| Annual return | 12.40% | 17.89%-5.5pp | 116.26%-103.9pp | 31.21%-18.8pp |
| Employer contribution / active EE | $2,924 | $3,368-13.2% | $3,170-7.8% | $2,726+7.2% |
| Participant deferral / active EE | $6,796 | $5,386+26.2% | $5,012+35.6% | $4,648+46.2% |
| Admin fee / account holder | $108 | $219-50.9% | $11,039-99.0% | $430-75.0% |