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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,020 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $18,021 |
ADP BROKER-DEALER6+ 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 | $54,815 | $81,474-32.7% | $133,971-59.1% | $73,493-25.4% |
| Participation rate | 86.5% | 76.4%+10.1pp | 79.8%+6.6pp | 70.7%+15.8pp |
| Annual return | 16.71% | 19.40%-2.7pp | 45.09%-28.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $1,108 | $2,209-49.9% | $3,919-71.7% | $2,270-51.2% |
| Participant deferral / active EE | $4,221 | $3,786+11.5% | $5,047-16.4% | $3,740+12.9% |
| Admin fee / account holder | $268 | $713-62.5% | $8,929-97.0% | $513-47.8% |