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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 | $101,672-25.8% | $147,117-48.7% | $74,478+1.3% |
| Participation rate | 94.4% | 75.5%+18.8pp | 82.2%+12.2pp | 67.2%+27.1pp |
| Annual return | 13.95% | 8757.83%-8743.9pp | 420.54%-406.6pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $3,914 | $3,813+2.6% | $4,932-20.6% | $2,626+49.0% |
| Participant deferral / active EE | $7,276 | $7,305-0.4% | $8,065-9.8% | $4,350+67.3% |
| Admin fee / account holder | $202 | $1,753-88.5% | $12,993-98.4% | $1,946-89.6% |