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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,685 |
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 | $55,549 | $82,163-32.4% | $125,381-55.7% | $64,819-14.3% |
| Participation rate | 91.5% | 77.9%+13.6pp | 82.4%+9.1pp | 71.5%+20.0pp |
| Annual return | -6.77% | 3.49%-10.3pp | 572.31%-579.1pp | 32.84%-39.6pp |
| Employer contribution / active EE | $5,586 | $3,616+54.5% | $4,815+16.0% | $2,507+122.8% |
| Participant deferral / active EE | $12,653 | $7,175+76.4% | $7,448+69.9% | $4,311+193.5% |
| Admin fee / account holder | $4 | $163-97.5% | $10,007-100.0% | $188-97.9% |