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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 | $79,181+8.2% | $102,423-16.4% | $74,429+15.1% |
| Participation rate | 96.8% | 74.8%+22.0pp | 76.5%+20.3pp | 67.2%+29.6pp |
| Annual return | 32.87% | 54.97%-22.1pp | 29.42%+3.4pp | 1368.38%-1335.5pp |
| Employer contribution / active EE | $2,653 | $2,362+12.3% | $3,023-12.2% | $2,625+1.1% |
| Participant deferral / active EE | $6,550 | $4,416+48.3% | $5,054+29.6% | $4,348+50.6% |
| Admin fee / account holder | $76 | $2,002-96.2% | $9,455-99.2% | $1,944-96.1% |