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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 | $92,186-40.3% | $105,624-47.9% | $77,762-29.3% |
| Participation rate | 95.9% | 81.0%+14.8pp | 75.3%+20.6pp | 70.6%+25.3pp |
| Annual return | 19.46% | 17.83%+1.6pp | 116.20%-96.7pp | 31.27%-11.8pp |
| Employer contribution / active EE | $5,296 | $3,376+56.9% | $3,168+67.2% | $2,728+94.1% |
| Participant deferral / active EE | $14,516 | $5,395+169.1% | $5,013+189.6% | $4,651+212.1% |
| Admin fee / account holder | $164 | $219-25.2% | $10,961-98.5% | $433-62.2% |