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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,356 |
ADP BROKER-DEALER6 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 | $58,042 | $51,207+13.3% | $70,565-17.7% | $75,177-22.8% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 16.49% | 30.05%-13.6pp | 32.79%-16.3pp | 160.75%-144.3pp |
| Employer contribution / active EE | $3,788 | $1,826+107.4% | $2,976+27.3% | $2,671+41.8% |
| Participant deferral / active EE | $5,283 | $2,850+85.4% | $4,568+15.6% | $4,126+28.0% |
| Admin fee / account holder | $16 | $4,097-99.6% | $6,430-99.8% | $5,651-99.7% |