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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,980 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $63,654 | $90,064-29.3% | $100,415-36.6% | $77,762-18.1% |
| Participation rate | 89.1% | 81.3%+7.8pp | 81.5%+7.6pp | 70.6%+18.6pp |
| Annual return | 21.51% | 20.61%+0.9pp | 49.47%-28.0pp | 31.27%-9.8pp |
| Employer contribution / active EE | $4,557 | $3,043+49.7% | $3,943+15.6% | $2,728+67.0% |
| Participant deferral / active EE | $15,270 | $8,282+84.4% | $8,091+88.7% | $4,651+228.3% |
| Admin fee / account holder | $6 | $172-96.4% | $7,906-99.9% | $433-98.6% |