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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,340 |
ADP BROKER-DEALER5 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 | $61,442 | $106,247-42.2% | $147,096-58.2% | $77,714-20.9% |
| Participation rate | 94.2% | 78.4%+15.9pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 18.29% | 56.87%-38.6pp | 419.75%-401.5pp | 31.26%-13.0pp |
| Employer contribution / active EE | $4,612 | $4,069+13.3% | $4,936-6.6% | $2,727+69.1% |
| Participant deferral / active EE | $13,300 | $7,996+66.3% | $8,071+64.8% | $4,649+186.1% |
| Admin fee / account holder | $19 | $338-94.3% | $13,005-99.9% | $433-95.6% |