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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 | $58,311-4.2% | $81,882-31.8% | $80,959-31.0% |
| Participation rate | 92.8% | 63.5%+29.3pp | 72.4%+20.4pp | 67.7%+25.1pp |
| Annual return | 15.70% | 41.85%-26.2pp | 779.47%-763.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $3,687 | $2,347+57.1% | $2,916+26.4% | $2,757+33.7% |
| Participant deferral / active EE | $6,622 | $3,287+101.5% | $4,323+53.2% | $4,300+54.0% |
| Admin fee / account holder | $45 | $4,752-99.1% | $7,360-99.4% | $6,925-99.4% |