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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,021 |
ADP BROKER-DEALER2+ 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 | $28,548 | $64,612-55.8% | $86,438-67.0% | $64,819-56.0% |
| Participation rate | 81.9% | 81.5%+0.5pp | 80.3%+1.6pp | 71.5%+10.5pp |
| Annual return | 28.18% | 0.66%+27.5pp | 4397.19%-4369.0pp | 32.84%-4.7pp |
| Employer contribution / active EE | $1,162 | $2,744-57.6% | $3,769-69.2% | $2,507-53.6% |
| Participant deferral / active EE | $11,736 | $7,497+56.5% | $6,952+68.8% | $4,311+172.2% |
| Admin fee / account holder | $61 | $169-64.1% | $6,733-99.1% | $188-67.7% |