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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,385 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $70,526 | $78,607-10.3% | $105,624-33.2% | $74,478-5.3% |
| Participation rate | 97.5% | 72.8%+24.7pp | 75.3%+22.2pp | 67.2%+30.3pp |
| Annual return | 15.69% | 15.96%-0.3pp | 116.20%-100.5pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $18,279 | $2,523+624.5% | $3,168+477.1% | $2,626+596.0% |
| Participant deferral / active EE | $33,520 | $4,325+675.1% | $5,013+568.7% | $4,350+670.5% |
| Admin fee / account holder | $50 | $2,220-97.7% | $10,961-99.5% | $1,946-97.4% |