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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,397 |
ADP BROKER-DEALER1 year 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 | $53,455 | $84,482-36.7% | $125,363-57.4% | $66,930-20.1% |
| Participation rate | 86.8% | 76.4%+10.4pp | 82.4%+4.4pp | 69.8%+17.0pp |
| Annual return | -15.20% | -8.49%-6.7pp | 572.15%-587.3pp | 1.57%-16.8pp |
| Employer contribution / active EE | $4,462 | $3,553+25.6% | $4,815-7.3% | $2,545+75.3% |
| Participant deferral / active EE | $12,228 | $6,782+80.3% | $7,447+64.2% | $4,238+188.5% |
| Admin fee / account holder | $16 | $685-97.6% | $10,005-99.8% | $593-97.2% |