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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,720 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,356 | $117,025-63.0% | $91,541-52.6% | $85,563-49.3% |
| Participation rate | 81.2% | 64.2%+17.0pp | 69.8%+11.5pp | 66.0%+15.3pp |
| Annual return | 9.61% | 18.02%-8.4pp | 20.50%-10.9pp | 31.51%-21.9pp |
| Employer contribution / active EE | $3,205 | $2,120+51.1% | $2,505+28.0% | $2,654+20.8% |
| Participant deferral / active EE | $2,343 | $3,446-32.0% | $4,008-41.5% | $4,375-46.4% |
| Admin fee / account holder | $8 | $1,242-99.3% | $6,956-99.9% | $834-99.0% |