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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-3168699 | Recordkeeping | $31,999 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,750 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $178,059 | $71,878+147.7% | $86,698+105.4% | $68,486+160.0% |
| Participation rate | 93.9% | 72.2%+21.6pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | -13.40% | 3.53%-16.9pp | 35.95%-49.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $4,122 | $2,173+89.7% | $2,837+45.3% | $2,597+58.7% |
| Participant deferral / active EE | $9,774 | $3,779+158.7% | $4,656+109.9% | $4,028+142.7% |
| Admin fee / account holder | $256 | $6,113-95.8% | $7,493-96.6% | $5,404-95.3% |