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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 | $251,004-100.0% | $191,597-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 76.9%-76.9pp | 79.9%-79.9pp |
| Annual return | -73.54% | 31.05%-104.6pp | 27.07%-100.6pp | 145.39%-218.9pp |
| Employer contribution / active EE | $0 | $6,226-100.0% | $5,025-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $8,154-100.0% | $6,850-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $31,471-100.0% | $22,799-100.0% | $12,562-100.0% |