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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $106,714 |
ADP BROKER-DEALER3+ 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 | $50,515 | $89,282-43.4% | $94,664-46.6% | $74,460-32.2% |
| Participation rate | 85.7% | 82.4%+3.3pp | 80.8%+4.9pp | 70.7%+15.0pp |
| Annual return | 33.28% | 25.96%+7.3pp | 156.84%-123.6pp | 34.38%-1.1pp |
| Employer contribution / active EE | $4,218 | $3,022+39.6% | $3,673+14.8% | $2,638+59.9% |
| Participant deferral / active EE | $15,880 | $8,425+88.5% | $7,417+114.1% | $4,530+250.6% |
| Admin fee / account holder | $117 | $219-46.6% | $7,222-98.4% | $348-66.4% |