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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,716 |
STRATEGIC PLAN SERVICES1 year Service code 15 · EIN 81-4734347 | Recordkeeping | $6,991 |
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 | $54,967 | $55,472-0.9% | $155,567-64.7% | $74,546-26.3% |
| Participation rate | 83.4% | 61.9%+21.5pp | 78.2%+5.3pp | 67.2%+16.2pp |
| Annual return | 22.33% | 268.72%-246.4pp | 64.74%-42.4pp | 1366.03%-1343.7pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $16,923 | $2,838+496.3% | $5,628+200.7% | $4,347+289.3% |
| Admin fee / account holder | $178 | $1,743-89.8% | $15,916-98.9% | $1,944-90.8% |