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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,641 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $44,287 | $41,150+7.6% | $80,627-45.1% | $71,511-38.1% |
| Participation rate | 87.1% | 50.3%+36.8pp | 67.0%+20.0pp | 67.9%+19.1pp |
| Annual return | 45.56% | 38.48%+7.1pp | 936.76%-891.2pp | 28.86%+16.7pp |
| Employer contribution / active EE | $944 | $1,515-37.7% | $2,723-65.3% | $2,589-63.5% |
| Participant deferral / active EE | $11,103 | $2,701+311.0% | $4,443+149.9% | $4,291+158.8% |
| Admin fee / account holder | $14 | $1,841-99.2% | $5,381-99.7% | $1,588-99.1% |