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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $69,819 |
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT L Service code 15 · EIN 83-1730027 | Recordkeeping | $60,047 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,319 | $47,722+15.9% | $82,719-33.1% | $64,808-14.6% |
| Participation rate | 96.2% | 67.6%+28.5pp | 72.6%+23.6pp | 71.5%+24.7pp |
| Annual return | -21.26% | -13.05%-8.2pp | 701.18%-722.4pp | 32.82%-54.1pp |
| Employer contribution / active EE | $1,405 | $2,179-35.5% | $3,009-53.3% | $2,506-43.9% |
| Participant deferral / active EE | $4,257 | $3,329+27.8% | $4,395-3.2% | $4,310-1.2% |
| Admin fee / account holder | $235 | $143+64.3% | $5,329-95.6% | $188+25.1% |