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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $32,784 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,886 | $65,453-71.1% | $86,691-78.2% | $66,930-71.8% |
| Participation rate | 98.5% | 75.5%+23.0pp | 76.6%+21.9pp | 69.8%+28.7pp |
| Annual return | -16.10% | -10.89%-5.2pp | 35.94%-52.0pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,750 | $2,154-18.8% | $2,837-38.3% | $2,545-31.3% |
| Participant deferral / active EE | $3,734 | $4,102-9.0% | $4,656-19.8% | $4,238-11.9% |
| Admin fee / account holder | $156 | $642-75.7% | $7,492-97.9% | $593-73.7% |