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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,013 |
ADP BROKER-DEALER3 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 | $40,342 | $99,201-59.3% | $96,544-58.2% | $74,473-45.8% |
| Participation rate | 83.6% | 80.7%+2.9pp | 76.0%+7.6pp | 70.7%+12.9pp |
| Annual return | 17.02% | 22.40%-5.4pp | 25.88%-8.9pp | 34.36%-17.3pp |
| Employer contribution / active EE | $1,324 | $2,570-48.5% | $2,966-55.4% | $2,638-49.8% |
| Participant deferral / active EE | $3,496 | $4,938-29.2% | $4,851-27.9% | $4,530-22.8% |
| Admin fee / account holder | $53 | $225-76.6% | $8,254-99.4% | $347-84.8% |