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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,568 |
RELIANCE TRUST COMPANY1+ years Filed as: RELIANCE TRUST Service code 21 | Bank Trustee | $435 |
ADP BROKER-DEALER1+ years Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,663 | $58,969-20.9% | $129,406-63.9% | $77,762-40.0% |
| Participation rate | 73.8% | 59.5%+14.3pp | 69.6%+4.1pp | 70.6%+3.2pp |
| Annual return | 0.00% | 24.78%-24.8pp | 9468.18%-9468.2pp | 31.27%-31.3pp |
| Employer contribution / active EE | $3,603 | $1,959+83.9% | $4,155-13.3% | $2,728+32.1% |
| Participant deferral / active EE | $5,236 | $3,224+62.4% | $4,167+25.6% | $4,651+12.6% |
| Admin fee / account holder | $58 | $593-90.2% | $7,689-99.2% | $433-86.6% |