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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $66,262 |
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 | $118,005 | $90,064+31.0% | $100,378+17.6% | $77,714+51.8% |
| Participation rate | 98.1% | 81.3%+16.8pp | 81.5%+16.6pp | 70.6%+27.5pp |
| Annual return | 15.67% | 20.61%-4.9pp | 49.41%-33.7pp | 31.26%-15.6pp |
| Employer contribution / active EE | $5,835 | $3,043+91.7% | $3,942+48.0% | $2,727+114.0% |
| Participant deferral / active EE | $11,181 | $8,282+35.0% | $8,087+38.3% | $4,649+140.5% |
| Admin fee / account holder | $81 | $172-52.9% | $7,899-99.0% | $433-81.3% |