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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,661 |
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 | $62,360 | $72,639-14.2% | $90,766-31.3% | $66,949-6.9% |
| Participation rate | 99.0% | 73.7%+25.3pp | 75.7%+23.3pp | 69.8%+29.2pp |
| Annual return | -14.48% | -12.28%-2.2pp | -12.16%-2.3pp | 1.57%-16.0pp |
| Employer contribution / active EE | $8,487 | $2,369+258.2% | $2,922+190.5% | $2,545+233.4% |
| Participant deferral / active EE | $16,983 | $3,979+326.9% | $4,565+272.0% | $4,239+300.6% |
| Admin fee / account holder | $12 | $708-98.3% | $8,446-99.9% | $594-98.0% |