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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $20,340 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,435 | $101,523-44.4% | $141,177-60.0% | $77,775-27.4% |
| Participation rate | 97.9% | 77.4%+20.5pp | 82.5%+15.4pp | 73.2%+24.7pp |
| Annual return | 32.19% | 56.22%-24.0pp | 71.40%-39.2pp | 32.58%-0.4pp |
| Employer contribution / active EE | $3,952 | $3,341+18.3% | $4,736-16.5% | $2,504+57.8% |
| Participant deferral / active EE | $10,956 | $6,434+70.3% | $6,710+63.3% | $3,966+176.3% |
| Admin fee / account holder | $14 | $92-85.2% | $10,263-99.9% | $100-86.5% |