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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,287 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,606 | $47,163-96.6% | $149,696-98.9% | $74,460-97.8% |
| Participation rate | 80.9% | 63.4%+17.4pp | 78.8%+2.1pp | 70.7%+10.1pp |
| Annual return | 25.42% | 22.75%+2.7pp | 134.46%-109.0pp | 34.38%-9.0pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $931 | $2,730-65.9% | $5,682-83.6% | $4,530-79.4% |
| Admin fee / account holder | $29 | $343-91.6% | $13,212-99.8% | $348-91.8% |