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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,963 |
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 | $64,119 | $101,591-36.9% | $147,096-56.4% | $74,429-13.9% |
| Participation rate | 99.5% | 75.5%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 63.13% | 8746.45%-8683.3pp | 419.75%-356.6pp | 1368.38%-1305.3pp |
| Employer contribution / active EE | $3,923 | $3,813+2.9% | $4,936-20.5% | $2,625+49.5% |
| Participant deferral / active EE | $9,516 | $7,302+30.3% | $8,071+17.9% | $4,348+118.9% |
| Admin fee / account holder | $21 | $1,750-98.8% | $13,005-99.8% | $1,944-98.9% |