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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $26,647 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,232 |
ADP BROKER-DEALER3 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 | $46,303 | $99,168-53.3% | $96,576-52.1% | $74,440-37.8% |
| Participation rate | 94.5% | 80.7%+13.8pp | 76.0%+18.5pp | 70.7%+23.8pp |
| Annual return | 48.09% | 22.40%+25.7pp | 25.87%+22.2pp | 34.37%+13.7pp |
| Employer contribution / active EE | $5,053 | $2,570+96.6% | $2,965+70.4% | $2,638+91.6% |
| Participant deferral / active EE | $11,428 | $4,936+131.5% | $4,851+135.6% | $4,529+152.4% |
| Admin fee / account holder | $140 | $225-37.5% | $8,253-98.3% | $348-59.6% |