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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $115,798 |
Service code 15 · EIN 82-1434504 | Recordkeeping | $51,079 |
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $62,836 | $129,227-51.4% | $184,260-65.9% | $77,736-19.2% |
| Participation rate | 95.7% | 87.4%+8.4pp | 86.8%+8.9pp | 70.6%+25.1pp |
| Annual return | 14.82% | 33.24%-18.4pp | 28.84%-14.0pp | 31.26%-16.4pp |
| Employer contribution / active EE | $3,372 | $4,412-23.6% | $6,427-47.5% | $2,728+23.6% |
| Participant deferral / active EE | $11,369 | $7,307+55.6% | $9,133+24.5% | $4,651+144.5% |
| Admin fee / account holder | $137 | $256-46.2% | $13,898-99.0% | $433-68.3% |