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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,577 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,824 | $106,110+3.5% | $147,005-25.3% | $77,671+41.4% |
| Participation rate | 74.7% | 78.4%-3.7pp | 82.2%-7.4pp | 70.6%+4.1pp |
| Annual return | 19.12% | 56.77%-37.7pp | 418.76%-399.6pp | 31.21%-12.1pp |
| Employer contribution / active EE | $3,036 | $4,065-25.3% | $4,934-38.5% | $2,726+11.4% |
| Participant deferral / active EE | $9,651 | $7,992+20.8% | $8,070+19.6% | $4,648+107.6% |
| Admin fee / account holder | $38 | $338-88.7% | $13,006-99.7% | $430-91.1% |