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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $120,932 |
MONETA GROUP LLC4+ years Service code 15 · EIN 20-1903821 | Recordkeeping | $35,394 |
ADP BROKER-DEALER4+ 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 | $24,736 | $55,694-55.6% | $81,882-69.8% | $200,096-87.6% |
| Participation rate | 74.6% | 62.7%+11.9pp | 72.4%+2.2pp | 72.0%+2.6pp |
| Annual return | 13.02% | 19.59%-6.6pp | 779.47%-766.5pp | 34.26%-21.2pp |
| Employer contribution / active EE | $1,081 | $2,114-48.9% | $2,916-62.9% | $3,038-64.4% |
| Participant deferral / active EE | $3,958 | $3,299+20.0% | $4,323-8.4% | $5,090-22.2% |
| Admin fee / account holder | $59 | $348-83.2% | $7,360-99.2% | $269-78.2% |