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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,989 |
Service code 15 · EIN 20-8764829 | Recordkeeping | $29,995 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,158 | $82,163-43.8% | $125,381-63.2% | $64,819-28.8% |
| Participation rate | 82.3% | 77.9%+4.5pp | 82.4%0pp | 71.5%+10.9pp |
| Annual return | 150.74% | 3.49%+147.2pp | 572.31%-421.6pp | 32.84%+117.9pp |
| Employer contribution / active EE | $4,262 | $3,616+17.9% | $4,815-11.5% | $2,507+70.0% |
| Participant deferral / active EE | $9,372 | $7,175+30.6% | $7,448+25.8% | $4,311+117.4% |
| Admin fee / account holder | $170 | $163+4.4% | $10,007-98.3% | $188-9.3% |