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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $30,454 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,250 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,231 | $73,102-57.3% | $123,553-74.7% | $56,289-44.5% |
| Participation rate | 86.1% | 74.3%+11.8pp | 82.3%+3.8pp | 69.9%+16.2pp |
| Annual return | -4.36% | 3.01%-7.4pp | 119.21%-123.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $3,832 | $2,977+28.7% | $4,628-17.2% | $2,111+81.5% |
| Participant deferral / active EE | $7,532 | $5,423+38.9% | $6,426+17.2% | $3,350+124.8% |
| Admin fee / account holder | $13 | $554-97.6% | $9,284-99.9% | $521-97.4% |