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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,004 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $65,246 | $75,388-13.5% | $123,552-47.2% | $55,725+17.1% |
| Participation rate | 70.0% | 75.7%-5.6pp | 82.3%-12.3pp | 70.9%-0.8pp |
| Annual return | -2.16% | 4.48%-6.6pp | 119.20%-121.4pp | 244.93%-247.1pp |
| Employer contribution / active EE | $1,169 | $3,063-61.8% | $4,628-74.7% | $2,078-43.8% |
| Participant deferral / active EE | $5,474 | $5,651-3.1% | $6,426-14.8% | $3,356+63.1% |
| Admin fee / account holder | $29 | $120-75.9% | $9,285-99.7% | $115-74.9% |