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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,943 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $87,489 | $55,470+57.7% | $155,556-43.8% | $74,478+17.5% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 19.68% | 269.80%-250.1pp | 64.84%-45.2pp | 1370.56%-1350.9pp |
| Employer contribution / active EE | $574 | $2,267-74.7% | $4,675-87.7% | $2,626-78.1% |
| Participant deferral / active EE | $6,927 | $2,838+144.1% | $5,631+23.0% | $4,350+59.2% |
| Admin fee / account holder | $26 | $1,744-98.5% | $15,885-99.8% | $1,946-98.6% |