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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,432 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,941 | $72,620-61.5% | $90,760-69.2% | $66,938-58.3% |
| Participation rate | 83.6% | 73.7%+9.9pp | 75.7%+7.9pp | 69.8%+13.8pp |
| Annual return | -18.54% | -12.28%-6.3pp | -12.16%-6.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,845 | $2,369-22.1% | $2,922-36.8% | $2,545-27.5% |
| Participant deferral / active EE | $3,366 | $3,979-15.4% | $4,565-26.3% | $4,238-20.6% |
| Admin fee / account holder | $56 | $707-92.1% | $8,444-99.3% | $594-90.6% |