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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,602 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $119 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $42,124 | $69,305-39.2% | $82,312-48.8% | $69,631-39.5% |
| Participation rate | 75.1% | 80.3%-5.1pp | 76.9%-1.8pp | 70.7%+4.4pp |
| Annual return | 20.44% | 21.47%-1.0pp | 25.88%-5.4pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $2,574 | $1,887+36.4% | $2,428+6.0% | $2,032+26.7% |
| Participant deferral / active EE | $5,126 | $3,568+43.6% | $3,706+38.3% | $3,224+59.0% |
| Admin fee / account holder | $18 | $97-81.7% | $5,608-99.7% | $110-83.9% |