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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $5,449 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,300 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,710 | $54,320+103.8% | $67,652+63.6% | $52,331+111.6% |
| Participation rate | 73.0% | 73.6%-0.6pp | 75.7%-2.7pp | 68.1%+4.9pp |
| Annual return | -2.09% | 6.81%-8.9pp | 6625.40%-6627.5pp | 4.54%-6.6pp |
| Employer contribution / active EE | $1,342 | $1,544-13.1% | $2,266-40.8% | $1,882-28.7% |
| Participant deferral / active EE | $7,773 | $2,950+163.5% | $3,560+118.4% | $3,022+157.2% |
| Admin fee / account holder | $69 | $527-86.9% | $4,821-98.6% | $592-88.4% |