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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION2+ years Filed as: 401K GENERATION INC Service code 15 · EIN 26-4477125 | Recordkeeping | $31,121 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,906 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $26,698 | $64,286-58.5% | $90,970-70.7% | $73,412-63.6% |
| Participation rate | 78.6% | 63.6%+15.0pp | 69.0%+9.6pp | 72.2%+6.4pp |
| Annual return | 16.01% | 21.46%-5.4pp | 134.60%-118.6pp | 59.30%-43.3pp |
| Employer contribution / active EE | $1,291 | $895+44.3% | $2,122-39.2% | $2,234-42.2% |
| Participant deferral / active EE | $2,857 | $2,453+16.5% | $3,373-15.3% | $3,806-24.9% |
| Admin fee / account holder | $124 | $287-56.7% | $5,961-97.9% | $158-21.2% |