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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 | $55,446+57.8% | $155,574-43.8% | $74,429+17.5% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 19.68% | 269.20%-249.5pp | 64.87%-45.2pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $574 | $2,266-74.7% | $4,676-87.7% | $2,625-78.1% |
| Participant deferral / active EE | $6,927 | $2,836+144.3% | $5,629+23.1% | $4,348+59.3% |
| Admin fee / account holder | $26 | $1,743-98.5% | $15,914-99.8% | $1,944-98.6% |