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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,237 |
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 | $31,145 | $50,458-38.3% | $160,009-80.5% | $64,819-52.0% |
| Participation rate | 91.7% | 68.0%+23.7pp | 78.0%+13.7pp | 71.5%+20.2pp |
| Annual return | -12.51% | -13.42%+0.9pp | 408.85%-421.4pp | 32.84%-45.3pp |
| Employer contribution / active EE | $2,727 | $1,722+58.4% | $4,225-35.4% | $2,507+8.8% |
| Participant deferral / active EE | $6,352 | $4,004+58.7% | $6,183+2.7% | $4,311+47.3% |
| Admin fee / account holder | $71 | $706-90.0% | $8,715-99.2% | $188-62.3% |