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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,022 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $48,042 | $95,417-49.7% | $135,974-64.7% | $74,460-35.5% |
| Participation rate | 91.9% | 78.2%+13.7pp | 81.9%+10.0pp | 70.7%+21.2pp |
| Annual return | 35.58% | 32.76%+2.8pp | 68.30%-32.7pp | 34.38%+1.2pp |
| Employer contribution / active EE | $4,629 | $3,878+19.4% | $4,859-4.7% | $2,638+75.5% |
| Participant deferral / active EE | $10,351 | $7,789+32.9% | $7,760+33.4% | $4,530+128.5% |
| Admin fee / account holder | $13 | $266-95.1% | $10,767-99.9% | $348-96.3% |