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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,743 |
ADP BROKER-DEALER5+ 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 | $103,199 | $72,554+42.2% | $138,135-25.3% | $73,493+40.4% |
| Participation rate | 91.6% | 74.8%+16.7pp | 78.7%+12.9pp | 70.7%+20.9pp |
| Annual return | 37.88% | 17.50%+20.4pp | 20.51%+17.4pp | 28.51%+9.4pp |
| Employer contribution / active EE | $7,895 | $3,511+124.9% | $5,587+41.3% | $2,270+247.8% |
| Participant deferral / active EE | $10,611 | $4,908+116.2% | $6,431+65.0% | $3,740+183.7% |
| Admin fee / account holder | $31 | $464-93.4% | $11,856-99.7% | $513-94.0% |