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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,817 |
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 | $35,147 | $82,163-57.2% | $125,363-72.0% | $64,814-45.8% |
| Participation rate | 85.0% | 77.9%+7.1pp | 82.4%+2.7pp | 71.5%+13.6pp |
| Annual return | -10.40% | 3.49%-13.9pp | 572.15%-582.5pp | 32.84%-43.2pp |
| Employer contribution / active EE | $4,167 | $3,616+15.2% | $4,815-13.5% | $2,507+66.2% |
| Participant deferral / active EE | $11,409 | $7,175+59.0% | $7,447+53.2% | $4,310+164.7% |
| Admin fee / account holder | $12 | $163-92.8% | $10,005-99.9% | $188-93.7% |