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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,507 |
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 | $14,986 | $62,928-76.2% | $172,752-91.3% | $67,579-77.8% |
| Participation rate | 76.4% | 64.5%+11.9pp | 82.6%-6.3pp | 71.3%+5.1pp |
| Annual return | 22.37% | 30.36%-8.0pp | 802.97%-780.6pp | 378.56%-356.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,235 | $2,145+4.2% | $5,198-57.0% | $3,539-36.8% |
| Admin fee / account holder | $39 | $167-76.9% | $13,955-99.7% | $142-72.9% |