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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,490 |
ADP BROKER-DEALER3+ 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 | $95,227 | $64,909+46.7% | $82,312+15.7% | $62,293+52.9% |
| Participation rate | 93.8% | 74.9%+18.9pp | 76.9%+16.9pp | 69.5%+24.3pp |
| Annual return | 14.11% | 21.18%-7.1pp | 25.88%-11.8pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,396 | $1,676-16.7% | $2,428-42.5% | $2,042-31.7% |
| Participant deferral / active EE | $4,427 | $3,103+42.7% | $3,706+19.5% | $3,169+39.7% |
| Admin fee / account holder | $26 | $440-94.1% | $5,608-99.5% | $479-94.6% |