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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,224 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $80,273 | $112,582-28.7% | $105,608-24.0% | $199,921-59.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 75.3%+14.7pp | 72.0%+18.0pp |
| Annual return | 31.49% | 15.58%+15.9pp | 116.50%-85.0pp | 34.28%-2.8pp |
| Employer contribution / active EE | $9,422 | $4,580+105.7% | $3,167+197.5% | $3,035+210.4% |
| Participant deferral / active EE | $13,722 | $6,655+106.2% | $5,010+173.9% | $5,089+169.7% |
| Admin fee / account holder | $20 | $107-81.7% | $11,028-99.8% | $269-92.7% |