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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,735 |
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 | $55,841 | $58,234-4.1% | $81,783-31.7% | $80,874-31.0% |
| Participation rate | 92.8% | 63.4%+29.3pp | 72.4%+20.4pp | 67.6%+25.1pp |
| Annual return | 15.70% | 41.70%-26.0pp | 775.05%-759.4pp | 35.62%-19.9pp |
| Employer contribution / active EE | $3,687 | $2,341+57.5% | $2,913+26.6% | $2,756+33.8% |
| Participant deferral / active EE | $6,622 | $3,283+101.7% | $4,320+53.3% | $4,297+54.1% |
| Admin fee / account holder | $45 | $4,982-99.1% | $7,380-99.4% | $6,935-99.4% |