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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $47,278 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,495 |
ADP BROKER-DEALER8+ 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 | $51,559 | $64,612-20.2% | $86,439-40.4% | $64,814-20.5% |
| Participation rate | 70.2% | 81.5%-11.2pp | 80.3%-10.1pp | 71.5%-1.2pp |
| Annual return | -15.63% | 0.66%-16.3pp | 4395.55%-4411.2pp | 32.84%-48.5pp |
| Employer contribution / active EE | $2,456 | $2,744-10.5% | $3,769-34.8% | $2,507-2.0% |
| Participant deferral / active EE | $5,049 | $7,497-32.6% | $6,952-27.4% | $4,310+17.1% |
| Admin fee / account holder | $159 | $169-5.7% | $6,732-97.6% | $188-15.1% |