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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $58,729 |
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 | $58,108 | $89,123-34.8% | $102,460-43.3% | $77,762-25.3% |
| Participation rate | 96.8% | 80.9%+15.9pp | 76.5%+20.3pp | 70.6%+26.2pp |
| Annual return | 26.24% | 25.05%+1.2pp | 29.47%-3.2pp | 31.27%-5.0pp |
| Employer contribution / active EE | $5,658 | $2,700+109.6% | $3,025+87.0% | $2,728+107.4% |
| Participant deferral / active EE | $12,846 | $5,148+149.6% | $5,056+154.1% | $4,651+176.2% |
| Admin fee / account holder | $156 | $236-34.0% | $9,460-98.4% | $433-64.0% |