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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,844 |
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 | $42,224 | $72,303-41.6% | $86,698-51.3% | $64,824-34.9% |
| Participation rate | 86.8% | 80.4%+6.4pp | 76.6%+10.2pp | 71.5%+15.3pp |
| Annual return | -11.68% | 392.77%-404.5pp | 35.96%-47.6pp | 32.84%-44.5pp |
| Employer contribution / active EE | $1,440 | $2,393-39.8% | $2,837-49.2% | $2,507-42.6% |
| Participant deferral / active EE | $3,712 | $4,660-20.3% | $4,656-20.3% | $4,311-13.9% |
| Admin fee / account holder | $123 | $174-29.5% | $7,492-98.4% | $188-34.7% |