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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,387 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $39,604 | $75,388-47.5% | $123,553-67.9% | $55,727-28.9% |
| Participation rate | 89.7% | 75.7%+14.1pp | 82.3%+7.4pp | 70.9%+18.9pp |
| Annual return | 12.02% | 4.48%+7.5pp | 119.21%-107.2pp | 244.94%-232.9pp |
| Employer contribution / active EE | $6,354 | $3,063+107.4% | $4,628+37.3% | $2,078+205.7% |
| Participant deferral / active EE | $9,673 | $5,651+71.2% | $6,426+50.5% | $3,356+188.3% |
| Admin fee / account holder | $5 | $120-95.8% | $9,284-99.9% | $115-95.6% |