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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 | $89,808+31.4% | $100,383+17.6% | $77,671+51.9% |
| Participation rate | 98.1% | 81.2%+16.9pp | 81.5%+16.6pp | 70.6%+27.5pp |
| Annual return | 15.67% | 20.62%-4.9pp | 49.26%-33.6pp | 31.21%-15.5pp |
| Employer contribution / active EE | $5,835 | $3,039+92.0% | $3,944+48.0% | $2,726+114.0% |
| Participant deferral / active EE | $11,181 | $8,284+35.0% | $8,086+38.3% | $4,648+140.6% |
| Admin fee / account holder | $81 | $174-53.5% | $7,900-99.0% | $430-81.2% |