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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,667 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $85,655 | $79,223+8.1% | $102,460-16.4% | $74,478+15.0% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 32.87% | 54.98%-22.1pp | 29.47%+3.4pp | 1370.56%-1337.7pp |
| Employer contribution / active EE | $2,653 | $2,363+12.3% | $3,025-12.3% | $2,626+1.0% |
| Participant deferral / active EE | $6,550 | $4,417+48.3% | $5,056+29.5% | $4,350+50.6% |
| Admin fee / account holder | $76 | $2,003-96.2% | $9,460-99.2% | $1,946-96.1% |