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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,326 |
ADP BROKER-DEALER2+ 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 | $33,741 | $77,638-56.5% | $156,551-78.4% | $62,881-46.3% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 6.92% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $656 | $3,444-81.0% | $5,501-88.1% | $2,281-71.2% |
| Participant deferral / active EE | $6,721 | $3,046+120.7% | $4,871+38.0% | $3,203+109.9% |
| Admin fee / account holder | $9 | $5,561-99.8% | $13,028-99.9% | $4,296-99.8% |