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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 | $101,591-62.8% | $147,096-74.3% | $74,429-49.3% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 35.07% | 8746.45%-8711.4pp | 419.75%-384.7pp | 1368.38%-1333.3pp |
| Employer contribution / active EE | $5,691 | $3,813+49.3% | $4,936+15.3% | $2,625+116.8% |
| Participant deferral / active EE | $10,270 | $7,302+40.6% | $8,071+27.2% | $4,348+136.2% |
| Admin fee / account holder | $22 | $1,750-98.7% | $13,005-99.8% | $1,944-98.8% |