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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $75,919 |
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 | $28,473 | $56,638-49.7% | $169,397-83.2% | $74,473-61.8% |
| Participation rate | 93.7% | 67.5%+26.2pp | 77.2%+16.5pp | 70.7%+23.0pp |
| Annual return | 24.53% | 24.75%-0.2pp | 406.23%-381.7pp | 34.36%-9.8pp |
| Employer contribution / active EE | $3,243 | $2,027+60.0% | $4,013-19.2% | $2,638+22.9% |
| Participant deferral / active EE | $5,391 | $4,223+27.7% | $6,223-13.4% | $4,530+19.0% |
| Admin fee / account holder | $103 | $307-66.5% | $9,017-98.9% | $347-70.4% |