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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILICON VALLEY ACCOUNTANCY CORPORAT Service code 15 · EIN 77-0573994 | Recordkeeping | $8,984 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,783 | $82,188-55.2% | $125,391-70.7% | $64,824-43.3% |
| Participation rate | 84.1% | 77.9%+6.2pp | 82.4%+1.7pp | 71.5%+12.6pp |
| Annual return | 25.01% | 3.50%+21.5pp | 572.41%-547.4pp | 32.84%-7.8pp |
| Employer contribution / active EE | $3,007 | $3,617-16.9% | $4,816-37.6% | $2,507+19.9% |
| Participant deferral / active EE | $12,925 | $7,177+80.1% | $7,448+73.5% | $4,311+199.8% |
| Admin fee / account holder | $34 | $163-79.5% | $10,009-99.7% | $188-82.2% |