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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,515 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,728 | $67,703+42.9% | $127,803-24.3% | $65,185+48.4% |
| Participation rate | 80.9% | 74.5%+6.4pp | 79.0%+1.9pp | 70.2%+10.7pp |
| Annual return | 22.61% | 24.36%-1.7pp | 26.14%-3.5pp | 29.38%-6.8pp |
| Employer contribution / active EE | $6,336 | $3,724+70.2% | $4,576+38.5% | $2,177+191.1% |
| Participant deferral / active EE | $9,582 | $4,787+100.2% | $6,023+59.1% | $3,514+172.7% |
| Admin fee / account holder | $10 | $618-98.3% | $9,399-99.9% | $847-98.8% |