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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $35,353 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,067 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,162 | $35,955-57.8% | $78,210-80.6% | $69,631-78.2% |
| Participation rate | 87.7% | 67.2%+20.6pp | 68.7%+19.0pp | 70.7%+17.1pp |
| Annual return | 12.58% | 16.42%-3.8pp | 40.90%-28.3pp | 27571.02%-27558.4pp |
| Employer contribution / active EE | $0 | $1,244-100.0% | $2,034-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,589 | $2,107-24.6% | $2,823-43.7% | $3,224-50.7% |
| Admin fee / account holder | $39 | $86-54.7% | $3,758-99.0% | $110-64.7% |