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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $72,397 |
Filed as: CORRECT CAPITAL WEALTH MANAGEMENT L Service code 15 · EIN 83-1730027 | Recordkeeping | $43,458 |
ADP BROKER-DEALER5 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 | $48,909 | $52,188-6.3% | $86,640-43.5% | $74,460-34.3% |
| Participation rate | 96.8% | 66.3%+30.4pp | 71.7%+25.1pp | 70.7%+26.0pp |
| Annual return | 15.48% | 44.46%-29.0pp | 592.52%-577.0pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,418 | $2,282-37.9% | $3,024-53.1% | $2,638-46.2% |
| Participant deferral / active EE | $4,569 | $3,383+35.1% | $4,438+3.0% | $4,530+0.9% |
| Admin fee / account holder | $206 | $319-35.3% | $5,616-96.3% | $348-40.7% |