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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $368,424 |
ADP BROKER-DEALER9 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 | $19,650 | $48,744-59.7% | $93,727-79.0% | $200,096-90.2% |
| Participation rate | 94.5% | 63.7%+30.8pp | 68.7%+25.8pp | 72.0%+22.5pp |
| Annual return | 14.80% | 15.36%-0.6pp | 133.83%-119.0pp | 34.26%-19.5pp |
| Employer contribution / active EE | $2,009 | $1,140+76.2% | $2,421-17.0% | $3,038-33.9% |
| Participant deferral / active EE | $2,953 | $2,825+4.5% | $4,417-33.1% | $5,090-42.0% |
| Admin fee / account holder | $60 | $195-69.1% | $8,292-99.3% | $269-77.6% |