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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-2018056 | Recordkeeping | $63,262 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,310 |
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 | $67,076 | $84,499-20.6% | $125,391-46.5% | $66,949+0.2% |
| Participation rate | 86.6% | 76.4%+10.1pp | 82.4%+4.2pp | 69.8%+16.7pp |
| Annual return | -12.87% | -8.49%-4.4pp | 572.41%-585.3pp | 1.57%-14.4pp |
| Employer contribution / active EE | $2,163 | $3,554-39.1% | $4,816-55.1% | $2,545-15.0% |
| Participant deferral / active EE | $9,867 | $6,785+45.4% | $7,448+32.5% | $4,239+132.8% |
| Admin fee / account holder | $153 | $685-77.6% | $10,009-98.5% | $594-74.2% |