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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER7+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,234 |
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 | $46,315 | $82,879-44.1% | $96,576-52.0% | $67,986-31.9% |
| Participation rate | 89.9% | 75.2%+14.8pp | 81.4%+8.5pp | 57.2%+32.7pp |
| Annual return | 18.29% | 36.90%-18.6pp | 38.47%-20.2pp | 31.67%-13.4pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,560 | $6,976-6.0% | $7,956-17.6% | $3,358+95.3% |
| Admin fee / account holder | $39 | $2,783-98.6% | $11,381-99.7% | $3,203-98.8% |