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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 | $101,499-60.8% | $147,005-72.9% | $74,546-46.6% |
| Participation rate | 96.1% | 75.5%+20.5pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 15.74% | 8732.34%-8716.6pp | 418.76%-403.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $2,447 | $3,811-35.8% | $4,934-50.4% | $2,624-6.7% |
| Participant deferral / active EE | $6,612 | $7,304-9.5% | $8,070-18.1% | $4,347+52.1% |
| Admin fee / account holder | $269 | $1,748-84.6% | $13,006-97.9% | $1,944-86.1% |