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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,373 |
ADP BROKER-DEALER4 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 | $163,466 | $79,223+106.3% | $102,460+59.5% | $74,478+119.5% |
| Participation rate | 98.3% | 74.8%+23.5pp | 76.5%+21.8pp | 67.2%+31.1pp |
| Annual return | 15.43% | 54.98%-39.6pp | 29.47%-14.0pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $3,088 | $2,363+30.7% | $3,025+2.1% | $2,626+17.6% |
| Participant deferral / active EE | $5,884 | $4,417+33.2% | $5,056+16.4% | $4,350+35.3% |
| Admin fee / account holder | $63 | $2,003-96.8% | $9,460-99.3% | $1,946-96.7% |