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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,895 |
ADP BROKER-DEALER5+ 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 | $51,804 | $89,652-42.2% | $141,191-63.3% | $65,185-20.5% |
| Participation rate | 96.5% | 74.7%+21.8pp | 82.5%+14.0pp | 70.2%+26.3pp |
| Annual return | 29.69% | 32.79%-3.1pp | 71.41%-41.7pp | 29.38%+0.3pp |
| Employer contribution / active EE | $2,917 | $3,065-4.8% | $4,736-38.4% | $2,177+34.0% |
| Participant deferral / active EE | $9,703 | $5,691+70.5% | $6,710+44.6% | $3,514+176.1% |
| Admin fee / account holder | $13 | $569-97.7% | $10,264-99.9% | $847-98.5% |