Filed July 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,697 | $37,884+10.1% | $79,472-47.5% | $75,289-44.6% |
| Participation rate | 96.5% | 65.0%+31.5pp | 73.3%+23.1pp | 72.4%+24.1pp |
| Annual return | 8.47% | 1.06%+7.4pp | 718.32%-709.9pp | -0.04%+8.5pp |
| Employer contribution / active EE | $1,982 | $1,680+18.0% | $2,801-29.2% | $2,405-17.6% |
| Participant deferral / active EE | $5,478 | $2,569+113.3% | $3,704+47.9% | $3,739+46.5% |
| Admin fee / account holder | $0 | $77-99.5% | $5,104-100.0% | $102-99.6% |