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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,563 |
ADP BROKER-DEALER1 year 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 | $53,168 | $84,784-37.3% | $98,461-46.0% | $74,460-28.6% |
| Participation rate | 98.8% | 81.5%+17.3pp | 75.2%+23.6pp | 70.7%+28.0pp |
| Annual return | 51.21% | 20.59%+30.6pp | 21.17%+30.0pp | 34.38%+16.8pp |
| Employer contribution / active EE | $6,249 | $3,364+85.8% | $3,049+105.0% | $2,638+136.9% |
| Participant deferral / active EE | $14,756 | $5,218+182.8% | $4,738+211.4% | $4,530+225.8% |
| Admin fee / account holder | $7 | $204-96.4% | $8,961-99.9% | $348-97.9% |