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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,715 |
STRATEGIC PLAN SERVICES1 year Service code 15 · EIN 81-4734347 | Recordkeeping | $26,645 |
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 | $55,001 | $92,090-40.3% | $106,201-48.2% | $77,671-29.2% |
| Participation rate | 95.9% | 81.0%+14.8pp | 75.3%+20.6pp | 70.6%+25.3pp |
| Annual return | 19.46% | 17.89%+1.6pp | 116.26%-96.8pp | 31.21%-11.7pp |
| Employer contribution / active EE | $5,296 | $3,368+57.2% | $3,170+67.1% | $2,726+94.3% |
| Participant deferral / active EE | $14,516 | $5,386+169.5% | $5,012+189.6% | $4,648+212.3% |
| Admin fee / account holder | $164 | $219-25.2% | $11,039-98.5% | $430-61.9% |