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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ACCESS FINANCIAL RESOURCES Service code 15 · EIN 73-1399273 | Recordkeeping | $10,772 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,200-100.0% | $238,191-100.0% | $155,188-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 77.1%-77.1pp | 80.8%-80.8pp |
| Annual return | -73.54% | 10.25%-83.8pp | 13.02%-86.6pp | 148.84%-222.4pp |
| Employer contribution / active EE | $0 | $6,383-100.0% | $5,082-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $6,726-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $48,031-100.0% | $34,582-100.0% | $14,480-100.0% |