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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,856 |
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 | $57,336 | $106,164-46.0% | $147,041-61.0% | $77,692-26.2% |
| Participation rate | 94.4% | 78.4%+16.0pp | 82.2%+12.2pp | 70.6%+23.8pp |
| Annual return | 17.28% | 56.81%-39.5pp | 419.21%-401.9pp | 31.25%-14.0pp |
| Employer contribution / active EE | $5,117 | $4,066+25.8% | $4,935+3.7% | $2,726+87.7% |
| Participant deferral / active EE | $11,909 | $7,993+49.0% | $8,071+47.6% | $4,648+156.2% |
| Admin fee / account holder | $20 | $338-94.1% | $13,006-99.8% | $431-95.4% |