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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 | $55,472+57.7% | $155,567-43.8% | $74,546+17.4% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 19.68% | 268.72%-249.0pp | 64.74%-45.1pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $574 | $2,269-74.7% | $4,674-87.7% | $2,624-78.1% |
| Participant deferral / active EE | $6,927 | $2,838+144.1% | $5,628+23.1% | $4,347+59.3% |
| Admin fee / account holder | $26 | $1,743-98.5% | $15,916-99.8% | $1,944-98.6% |