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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,504 |
ADP BROKER-DEALER2 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 | $65,968 | $81,948-19.5% | $90,756-27.3% | $64,814+1.8% |
| Participation rate | 89.8% | 80.5%+9.3pp | 75.7%+14.1pp | 71.5%+18.3pp |
| Annual return | -15.42% | -12.53%-2.9pp | -12.16%-3.3pp | 32.84%-48.3pp |
| Employer contribution / active EE | $10,042 | $3,067+227.4% | $2,922+243.7% | $2,507+300.6% |
| Participant deferral / active EE | $14,301 | $4,844+195.2% | $4,565+213.3% | $4,310+231.8% |
| Admin fee / account holder | $9 | $157-94.4% | $8,445-99.9% | $188-95.3% |