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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,666 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,667 | $109,881+25.3% | $150,045-8.2% | $84,808+62.3% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.2pp | 68.3%+27.2pp |
| Annual return | 14.14% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,017 | $3,561-15.3% | $4,693-35.7% | $2,631+14.7% |
| Participant deferral / active EE | $13,369 | $6,636+101.5% | $7,997+67.2% | $4,212+217.4% |
| Admin fee / account holder | $294 | $8,568-96.6% | $13,435-97.8% | $7,344-96.0% |