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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,680 |
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 | $75,481 | $101,499-25.6% | $147,005-48.7% | $74,546+1.3% |
| Participation rate | 94.4% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.2pp |
| Annual return | 13.95% | 8732.34%-8718.4pp | 418.76%-404.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $3,914 | $3,811+2.7% | $4,934-20.7% | $2,624+49.2% |
| Participant deferral / active EE | $7,276 | $7,304-0.4% | $8,070-9.8% | $4,347+67.4% |
| Admin fee / account holder | $202 | $1,748-88.5% | $13,006-98.4% | $1,944-89.6% |