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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,089 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,608 | $100,801-58.7% | $149,715-72.2% | $73,412-43.3% |
| Participation rate | 91.7% | 77.7%+14.0pp | 82.5%+9.2pp | 72.2%+19.5pp |
| Annual return | 94.96% | 265.34%-170.4pp | 276.66%-181.7pp | 59.30%+35.7pp |
| Employer contribution / active EE | $5,720 | $3,312+72.7% | $4,645+23.1% | $2,234+156.1% |
| Participant deferral / active EE | $12,642 | $6,404+97.4% | $6,842+84.8% | $3,806+232.2% |
| Admin fee / account holder | $5 | $181-97.1% | $9,310-99.9% | $158-96.7% |