Filed October 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $400,027 |
CVAGS, LLC3+ years Service code 15 · EIN 27-2579538 | Recordkeeping | $71,402 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $7,001 | $100,589-93.0% | $136,297-94.9% | $177,276-96.1% |
| Participation rate | 82.7% | 77.4%+5.2pp | 81.9%+0.7pp | 74.8%+7.8pp |
| Annual return | 16.41% | 39.18%-22.8pp | 5156.16%-5139.7pp | 21.25%-4.8pp |
| Employer contribution / active EE | $0 | $3,259-100.0% | $4,696-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $1,654 | $5,830-71.6% | $6,247-73.5% | $3,881-57.4% |
| Admin fee / account holder | $57 | $55+4.2% | $9,244-99.4% | $154-63.0% |