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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $107,986 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,402 | $105,190-55.9% | $98,907-53.1% | $90,288-48.6% |
| Participation rate | 75.4% | 86.4%-10.9pp | 76.0%-0.6pp | 73.4%+2.1pp |
| Annual return | 12.63% | 18.52%-5.9pp | 196.43%-183.8pp | 53.97%-41.3pp |
| Employer contribution / active EE | $0 | $3,831-100.0% | $2,689-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $2,847 | $5,616-49.3% | $4,244-32.9% | $4,232-32.7% |
| Admin fee / account holder | $77 | $97-20.8% | $6,642-98.8% | $114-32.4% |