Filed October 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $798,077 |
CVAGS, LLC2+ years Service code 15 · EIN 27-2579538 | Recordkeeping | $45,963 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,901 | $86,372-92.0% | $123,894-94.4% | $65,292-89.4% |
| Participation rate | 69.4% | 76.9%-7.5pp | 81.4%-12.0pp | 72.4%-3.0pp |
| Annual return | 33.72% | 11.27%+22.4pp | 47.52%-13.8pp | 11.84%+21.9pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,617-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $1,174 | $5,625-79.1% | $5,984-80.4% | $3,579-67.2% |
| Admin fee / account holder | $115 | $53+118.0% | $8,357-98.6% | $57+100.8% |