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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 | $89,093-53.6% | $102,434-59.7% | $77,736-46.9% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 19.31% | 25.03%-5.7pp | 29.46%-10.2pp | 31.26%-12.0pp |
| Employer contribution / active EE | $2,045 | $2,699-24.2% | $3,023-32.4% | $2,728-25.0% |
| Participant deferral / active EE | $4,251 | $5,147-17.4% | $5,055-15.9% | $4,651-8.6% |
| Admin fee / account holder | $29 | $236-87.9% | $9,462-99.7% | $433-93.4% |