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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,306 |
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 | $58,163 | $83,045-30.0% | $130,026-55.3% | $71,495-18.6% |
| Participation rate | 93.9% | 74.1%+19.7pp | 78.5%+15.4pp | 67.9%+25.9pp |
| Annual return | 16.82% | 20.61%-3.8pp | -137.26%+154.1pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,191 | $2,623-16.5% | $4,321-49.3% | $2,589-15.4% |
| Participant deferral / active EE | $6,684 | $4,436+50.7% | $5,821+14.8% | $4,291+55.8% |
| Admin fee / account holder | $129 | $1,727-92.5% | $10,608-98.8% | $1,588-91.8% |