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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,647 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $102,208 | $122,128-16.3% | $147,080-30.5% | $199,960-48.9% |
| Participation rate | 98.5% | 78.2%+20.3pp | 82.2%+16.3pp | 72.0%+26.5pp |
| Annual return | 15.73% | 30.58%-14.8pp | 420.17%-404.4pp | 34.28%-18.5pp |
| Employer contribution / active EE | $5,577 | $4,093+36.3% | $4,933+13.0% | $3,036+83.7% |
| Participant deferral / active EE | $15,073 | $8,484+77.7% | $8,066+86.9% | $5,087+196.3% |
| Admin fee / account holder | $21 | $180-88.5% | $12,989-99.8% | $269-92.3% |