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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,440 |
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 | $105,429 | $98,760+6.8% | $149,715-29.6% | $79,858+32.0% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.4pp |
| Annual return | 13.08% | 27.43%-14.4pp | 276.66%-263.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,872 | $5,681+38.6% | $6,842+15.1% | $3,740+110.5% |
| Admin fee / account holder | $252 | $6,053-95.8% | $9,310-97.3% | $5,306-95.3% |