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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,555 |
MMA SECURITIES LLC5 years Filed as: MMA SECURITIES, LLC Service code 15 · EIN 22-3570392 | Recordkeeping | $17,990 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $39,800 | $101,653-60.8% | $147,080-72.9% | $74,459-46.5% |
| Participation rate | 96.1% | 75.6%+20.5pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 15.74% | 8754.98%-8739.2pp | 420.17%-404.4pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $2,447 | $3,813-35.8% | $4,933-50.4% | $2,626-6.8% |
| Participant deferral / active EE | $6,612 | $7,304-9.5% | $8,066-18.0% | $4,350+52.0% |
| Admin fee / account holder | $269 | $1,752-84.6% | $12,989-97.9% | $1,945-86.1% |