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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,346 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,991 | $101,591-68.5% | $147,096-78.3% | $74,429-57.0% |
| Participation rate | 78.8% | 75.5%+3.2pp | 82.2%-3.4pp | 67.2%+11.6pp |
| Annual return | 17.88% | 8746.45%-8728.6pp | 419.75%-401.9pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $1,109 | $3,813-70.9% | $4,936-77.5% | $2,625-57.7% |
| Participant deferral / active EE | $5,486 | $7,302-24.9% | $8,071-32.0% | $4,348+26.2% |
| Admin fee / account holder | $37 | $1,750-97.9% | $13,005-99.7% | $1,944-98.1% |