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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.2+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $21,623 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $975 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,654 | $51,244+0.8% | $80,977-36.2% | $55,167-6.4% |
| Participation rate | 95.6% | 71.7%+23.9pp | 75.8%+19.8pp | 69.0%+26.6pp |
| Annual return | 9.54% | 17.39%-7.9pp | 17.11%-7.6pp | 169.23%-159.7pp |
| Employer contribution / active EE | $740 | $1,770-58.2% | $3,715-80.1% | $1,963-62.3% |
| Participant deferral / active EE | $6,068 | $4,418+37.3% | $5,696+6.5% | $3,054+98.7% |
| Admin fee / account holder | $182 | $398-54.4% | $5,517-96.7% | $504-63.9% |