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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,088 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,252 | $88,890-48.0% | $102,423-54.8% | $77,643-40.4% |
| Participation rate | 88.0% | 80.9%+7.1pp | 76.5%+11.5pp | 70.6%+17.4pp |
| Annual return | 11.21% | 24.98%-13.8pp | 29.32%-18.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,498 | $2,698-44.5% | $3,023-50.4% | $2,726-45.0% |
| Participant deferral / active EE | $4,159 | $5,145-19.2% | $5,053-17.7% | $4,647-10.5% |
| Admin fee / account holder | $64 | $235-72.6% | $9,451-99.3% | $430-85.0% |