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| Provider | Service type | Compensation |
|---|---|---|
ABBEY STREET LLC1 year Filed as: ABBEY STREET, LLC Service code 15 · EIN 82-4772597 | Recordkeeping | $23,995 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,363 |
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 | $91,921 | $82,979+10.8% | $102,412-10.2% | $77,736+18.2% |
| Participation rate | 97.1% | 71.5%+25.5pp | 74.5%+22.6pp | 70.6%+26.5pp |
| Annual return | 14.39% | 19.11%-4.7pp | 24.94%-10.6pp | 31.26%-16.9pp |
| Employer contribution / active EE | $1,904 | $3,554-46.4% | $3,870-50.8% | $2,728-30.2% |
| Participant deferral / active EE | $6,546 | $4,109+59.3% | $5,060+29.4% | $4,651+40.8% |
| Admin fee / account holder | $55 | $639-91.5% | $8,388-99.4% | $433-87.4% |