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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,855 |
ADP BROKER-DEALER10+ 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 | $108,079 | $79,003+36.8% | $100,398+7.7% | $74,400+45.3% |
| Participation rate | 97.7% | 79.5%+18.3pp | 81.5%+16.2pp | 67.2%+30.5pp |
| Annual return | 15.77% | 20.62%-4.9pp | 49.32%-33.6pp | 1367.51%-1351.7pp |
| Employer contribution / active EE | $4,430 | $3,015+46.9% | $3,946+12.3% | $2,624+68.8% |
| Participant deferral / active EE | $13,585 | $7,752+75.3% | $8,084+68.0% | $4,348+212.4% |
| Admin fee / account holder | $10 | $1,331-99.2% | $7,893-99.9% | $1,944-99.5% |