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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,668 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $14,216 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $30,310 | $65,453-53.7% | $86,698-65.0% | $66,938-54.7% |
| Participation rate | 89.1% | 75.5%+13.6pp | 76.6%+12.5pp | 69.8%+19.3pp |
| Annual return | 24.52% | -10.89%+35.4pp | 35.95%-11.4pp | 1.58%+22.9pp |
| Employer contribution / active EE | $3,786 | $2,154+75.8% | $2,837+33.5% | $2,545+48.7% |
| Participant deferral / active EE | $8,961 | $4,102+118.5% | $4,656+92.5% | $4,238+111.4% |
| Admin fee / account holder | $131 | $642-79.5% | $7,493-98.2% | $594-77.9% |