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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,986 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $41,316 | $89,054-53.6% | $102,457-59.7% | $77,692-46.8% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 19.31% | 25.02%-5.7pp | 29.41%-10.1pp | 31.25%-11.9pp |
| Employer contribution / active EE | $2,045 | $2,698-24.2% | $3,022-32.3% | $2,726-25.0% |
| Participant deferral / active EE | $4,251 | $5,146-17.4% | $5,054-15.9% | $4,648-8.5% |
| Admin fee / account holder | $29 | $236-87.9% | $9,451-99.7% | $431-93.4% |