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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SANSIVERI, KIMBALL & CO., L.L.P Service code 10 · EIN 05-0255779 | Accounting | $14,000 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,097 |
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 | $183,502 | $56,540+224.6% | $185,851-1.3% | $86,821+111.4% |
| Participation rate | 98.0% | 65.5%+32.5pp | 81.7%+16.3pp | 72.3%+25.7pp |
| Annual return | 14.56% | 118.20%-103.6pp | 122.11%-107.5pp | 97.94%-83.4pp |
| Employer contribution / active EE | $7,110 | $1,844+285.5% | $5,168+37.6% | $2,406+195.5% |
| Participant deferral / active EE | $5,904 | $2,555+131.1% | $5,569+6.0% | $4,132+42.9% |
| Admin fee / account holder | $42 | $150-72.1% | $16,245-99.7% | $170-75.3% |