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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.1+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $21,772 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $948 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $50,156 | $48,313+3.8% | $73,309-31.6% | $52,331-4.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | -0.91% | 3.85%-4.8pp | 5.67%-6.6pp | 4.54%-5.5pp |
| Employer contribution / active EE | $900 | $1,661-45.8% | $3,237-72.2% | $1,882-52.1% |
| Participant deferral / active EE | $7,046 | $4,189+68.2% | $4,991+41.2% | $3,022+133.2% |
| Admin fee / account holder | $128 | $404-68.2% | $5,635-97.7% | $592-78.3% |