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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 | $101,653-36.9% | $147,080-56.4% | $74,459-13.9% |
| Participation rate | 99.5% | 75.6%+24.0pp | 82.2%+17.3pp | 67.2%+32.3pp |
| Annual return | 63.13% | 8754.98%-8691.8pp | 420.17%-357.0pp | 1369.70%-1306.6pp |
| Employer contribution / active EE | $3,923 | $3,813+2.9% | $4,933-20.5% | $2,626+49.4% |
| Participant deferral / active EE | $9,516 | $7,304+30.3% | $8,066+18.0% | $4,350+118.8% |
| Admin fee / account holder | $21 | $1,752-98.8% | $12,989-99.8% | $1,945-98.9% |