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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,991 |
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 | $36,077 | $79,089-54.4% | $100,392-64.1% | $74,459-51.5% |
| Participation rate | 94.4% | 79.4%+15.0pp | 81.5%+12.9pp | 67.2%+27.2pp |
| Annual return | 15.31% | 20.61%-5.3pp | 49.45%-34.1pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $3,310 | $3,015+9.8% | $3,941-16.0% | $2,626+26.1% |
| Participant deferral / active EE | $8,172 | $7,747+5.5% | $8,090+1.0% | $4,350+87.9% |
| Admin fee / account holder | $41 | $1,336-96.9% | $7,904-99.5% | $1,945-97.9% |