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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,904 |
ADP BROKER-DEALER3 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 | $102,093 | $65,092+56.8% | $143,799-29.0% | $66,938+52.5% |
| Participation rate | 94.8% | 65.2%+29.6pp | 80.3%+14.5pp | 69.8%+25.0pp |
| Annual return | -15.79% | -11.14%-4.7pp | -0.04%-15.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,210 | $2,362+35.9% | $4,952-35.2% | $2,545+26.1% |
| Participant deferral / active EE | $5,896 | $2,920+101.9% | $5,638+4.6% | $4,238+39.1% |
| Admin fee / account holder | $20 | $502-96.0% | $14,677-99.9% | $594-96.6% |