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| Provider | Service type | Compensation |
|---|---|---|
FAIRCOURT PARTNERS, LLC1 year Service code 15 · EIN 82-4882966 | Recordkeeping | $29,618 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,603 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,741 | $100,801-83.4% | $149,730-88.8% | $73,412-77.2% |
| Participation rate | 95.2% | 77.7%+17.5pp | 82.5%+12.7pp | 72.2%+23.1pp |
| Annual return | 15.71% | 265.34%-249.6pp | 276.70%-261.0pp | 59.30%-43.6pp |
| Employer contribution / active EE | $532 | $3,312-83.9% | $4,645-88.6% | $2,234-76.2% |
| Participant deferral / active EE | $3,772 | $6,404-41.1% | $6,843-44.9% | $3,806-0.9% |
| Admin fee / account holder | $78 | $181-56.9% | $9,310-99.2% | $158-50.6% |