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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $37,720 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,657 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,132 | $107,378-85.0% | $108,582-85.1% | $57,658-72.0% |
| Participation rate | 74.9% | 77.1%-2.2pp | 79.6%-4.7pp | 70.2%+4.7pp |
| Annual return | 9.69% | 12.80%-3.1pp | -51.70%+61.4pp | 5.13%+4.6pp |
| Employer contribution / active EE | $873 | $1,782-51.0% | $3,758-76.8% | $1,974-55.8% |
| Participant deferral / active EE | $2,490 | $3,221-22.7% | $4,311-42.2% | $3,061-18.6% |
| Admin fee / account holder | $12 | $108-89.2% | $7,645-99.8% | $95-87.7% |