| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,205 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,202 | $71,802+248.5% | $133,975+86.8% | $57,661+333.9% |
| Participation rate | 98.8% | 85.5%+13.3pp | 87.1%+11.7pp | 70.2%+28.6pp |
| Annual return | 5.22% | 13.51%-8.3pp | 29.29%-24.1pp | 5.13%+0.1pp |
| Employer contribution / active EE | $17,199 | $3,161+444.0% | $5,211+230.0% | $1,974+771.4% |
| Participant deferral / active EE | $11,296 | $4,606+145.2% | $6,282+79.8% | $3,061+269.1% |
| Admin fee / account holder | $9 | $88-89.7% | $9,324-99.9% | $95-90.4% |