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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,353 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $14,831 |
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 | $90,925 | $88,117+3.2% | $164,928-44.9% | $74,400+22.2% |
| Participation rate | 80.7% | 73.1%+7.6pp | 78.6%+2.0pp | 67.2%+13.5pp |
| Annual return | 21.92% | 17.27%+4.7pp | 70.08%-48.2pp | 1367.51%-1345.6pp |
| Employer contribution / active EE | $3,238 | $2,596+24.7% | $4,343-25.4% | $2,624+23.4% |
| Participant deferral / active EE | $11,506 | $4,501+155.6% | $6,034+90.7% | $4,348+164.6% |
| Admin fee / account holder | $206 | $2,230-90.8% | $12,684-98.4% | $1,944-89.4% |