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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $456,925 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,368 | $57,921-54.5% | $98,716-73.3% | $103,975-74.6% |
| Participation rate | 93.9% | 68.8%+25.1pp | 69.3%+24.6pp | 72.5%+21.4pp |
| Annual return | 19.28% | 13.15%+6.1pp | 31.81%-12.5pp | 19.41%-0.1pp |
| Employer contribution / active EE | $2,006 | $1,595+25.8% | $2,279-12.0% | $3,722-46.1% |
| Participant deferral / active EE | $3,018 | $2,573+17.3% | $4,048-25.4% | $5,343-43.5% |
| Admin fee / account holder | $80 | $324-75.2% | $8,703-99.1% | $332-75.9% |