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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,089 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,208 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,546 | $82,093-67.7% | $379,746-93.0% | $73,412-63.8% |
| Participation rate | 96.9% | 76.8%+20.1pp | 78.4%+18.5pp | 72.2%+24.7pp |
| Annual return | 13.71% | 18.89%-5.2pp | 34.90%-21.2pp | 59.30%-45.6pp |
| Employer contribution / active EE | $1,835 | $2,847-35.5% | $3,540-48.1% | $2,234-17.8% |
| Participant deferral / active EE | $5,234 | $4,697+11.4% | $6,024-13.1% | $3,806+37.5% |
| Admin fee / account holder | $118 | $128-7.4% | $7,927-98.5% | $158-25.1% |