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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,822 |
ADP BROKER-DEALER5+ 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 | $55,855 | $85,171-34.4% | $172,752-67.7% | $72,975-23.5% |
| Participation rate | 98.5% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.0pp |
| Annual return | 37.97% | 27.32%+10.6pp | 802.97%-765.0pp | 81.01%-43.0pp |
| Employer contribution / active EE | $666 | $3,324-80.0% | $5,144-87.1% | $2,440-72.7% |
| Participant deferral / active EE | $6,725 | $3,260+106.3% | $5,198+29.4% | $3,608+86.4% |
| Admin fee / account holder | $12 | $5,880-99.8% | $13,955-99.9% | $5,124-99.8% |