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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $25,528 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,869 | $37,196+7.2% | $154,107-74.1% | $55,725-28.5% |
| Participation rate | 97.5% | 64.1%+33.5pp | 83.0%+14.5pp | 70.9%+26.7pp |
| Annual return | -6.72% | 1319.68%-1326.4pp | 735.12%-741.8pp | 244.93%-251.7pp |
| Employer contribution / active EE | $2,539 | $1,614+57.3% | $5,298-52.1% | $2,078+22.2% |
| Participant deferral / active EE | $5,290 | $2,068+155.8% | $5,081+4.1% | $3,356+57.6% |
| Admin fee / account holder | $44 | $102-56.4% | $13,411-99.7% | $115-61.6% |