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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $120,574 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $103,318 |
ADP BROKER-DEALER11+ 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 | $76,607 | $110,675-30.8% | $115,599-33.7% | $71,012+7.9% |
| Participation rate | 95.6% | 77.3%+18.2pp | 74.3%+21.3pp | 58.6%+37.0pp |
| Annual return | 16.88% | 14.15%+2.7pp | 111.10%-94.2pp | 37.67%-20.8pp |
| Employer contribution / active EE | $3,529 | $3,949-10.6% | $2,955+19.4% | $2,348+50.3% |
| Participant deferral / active EE | $5,415 | $4,947+9.5% | $4,889+10.7% | $3,246+66.8% |
| Admin fee / account holder | $266 | $775-65.6% | $12,841-97.9% | $1,167-77.2% |