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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP Service code 15 · EIN 13-3036745 | Recordkeeping | $5,905 |
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 | $37,765 | $101,499-62.8% | $147,005-74.3% | $74,546-49.3% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 35.07% | 8732.34%-8697.3pp | 418.76%-383.7pp | 1366.03%-1331.0pp |
| Employer contribution / active EE | $5,691 | $3,811+49.3% | $4,934+15.3% | $2,624+116.9% |
| Participant deferral / active EE | $10,270 | $7,304+40.6% | $8,070+27.3% | $4,347+136.2% |
| Admin fee / account holder | $22 | $1,748-98.7% | $13,006-99.8% | $1,944-98.8% |