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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,648 |
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 | $84,255 | $95,417-11.7% | $135,974-38.0% | $74,460+13.2% |
| Participation rate | 95.5% | 78.2%+17.3pp | 81.9%+13.6pp | 70.7%+24.7pp |
| Annual return | 32.33% | 32.76%-0.4pp | 68.30%-36.0pp | 34.38%-2.0pp |
| Employer contribution / active EE | $7,690 | $3,878+98.3% | $4,859+58.3% | $2,638+191.5% |
| Participant deferral / active EE | $17,426 | $7,789+123.7% | $7,760+124.6% | $4,530+284.7% |
| Admin fee / account holder | $8 | $266-97.2% | $10,767-99.9% | $348-97.8% |