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| Provider | Service type | Compensation |
|---|---|---|
ALPHA PENSION GROUP, INC.4 years Service code 15 · EIN 26-2219855 | Recordkeeping | $15,432 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,132 |
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 | $38,816 | $58,895-34.1% | $178,503-78.3% | $73,497-47.2% |
| Participation rate | 84.6% | 66.2%+18.4pp | 81.9%+2.7pp | 70.7%+13.9pp |
| Annual return | 18.01% | 24.86%-6.9pp | 151.12%-133.1pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,134 | $2,236-49.3% | $5,011-77.4% | $2,270-50.0% |
| Participant deferral / active EE | $8,520 | $2,567+231.9% | $5,202+63.8% | $3,740+127.8% |
| Admin fee / account holder | $95 | $400-76.3% | $13,987-99.3% | $513-81.5% |