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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,329 |
ADP BROKER-DEALER7+ 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 | $62,409 | $108,617-42.5% | $108,410-42.4% | $93,010-32.9% |
| Participation rate | 98.3% | 83.1%+15.2pp | 80.1%+18.2pp | 73.9%+24.4pp |
| Annual return | 25.71% | 21.63%+4.1pp | 905.34%-879.6pp | 158.70%-133.0pp |
| Employer contribution / active EE | $3,196 | $3,249-1.6% | $3,558-10.2% | $2,705+18.2% |
| Participant deferral / active EE | $12,719 | $7,885+61.3% | $6,562+93.8% | $4,561+178.9% |
| Admin fee / account holder | $8 | $94-91.7% | $7,296-99.9% | $152-94.9% |