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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,720 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $11,946 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $95,146 | $45,022+111.3% | $85,126+11.8% | $77,714+22.4% |
| Participation rate | 89.7% | 48.7%+41.0pp | 67.5%+22.2pp | 70.6%+19.1pp |
| Annual return | 14.00% | 79.38%-65.4pp | 66.63%-52.6pp | 31.26%-17.3pp |
| Employer contribution / active EE | $2,220 | $1,610+37.9% | $2,731-18.7% | $2,727-18.6% |
| Participant deferral / active EE | $6,785 | $2,811+141.4% | $4,523+50.0% | $4,649+45.9% |
| Admin fee / account holder | $38 | $913-95.8% | $6,160-99.4% | $433-91.2% |