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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,930 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,895 | $63,082-5.1% | $81,726-26.7% | $79,856-25.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.56% | 22.66%-7.1pp | 29.49%-13.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,383 | $1,795-23.0% | $4,311-67.9% | $2,471-44.0% |
| Participant deferral / active EE | $4,258 | $2,780+53.2% | $7,108-40.1% | $3,741+13.8% |
| Admin fee / account holder | $39 | $4,428-99.1% | $5,160-99.3% | $5,306-99.3% |