Filed May 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,933 |
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 | $112,546 | $122,128-7.8% | $147,080-23.5% | $199,960-43.7% |
| Participation rate | 98.7% | 78.2%+20.5pp | 82.2%+16.5pp | 72.0%+26.7pp |
| Annual return | 18.75% | 30.58%-11.8pp | 420.17%-401.4pp | 34.28%-15.5pp |
| Employer contribution / active EE | $12,889 | $4,093+214.9% | $4,933+161.3% | $3,036+324.6% |
| Participant deferral / active EE | $19,253 | $8,484+126.9% | $8,066+138.7% | $5,087+278.5% |
| Admin fee / account holder | $26 | $180-85.5% | $12,989-99.8% | $269-90.3% |