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| Provider | Service type | Compensation |
|---|---|---|
PSA FINANCIAL ADVISORS, INC1+ years Filed as: PSA FINANCIAL ADVISORS INC Service code 15 · EIN 52-1569934 | Recordkeeping | $44,000 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,395 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,704 | $86,791-78.4% | $115,038-83.7% | $59,188-68.4% |
| Participation rate | 80.4% | 72.8%+7.5pp | 81.4%-1.0pp | 69.4%+10.9pp |
| Annual return | 12.79% | 4.44%+8.4pp | 26.14%-13.3pp | 5.51%+7.3pp |
| Employer contribution / active EE | $783 | $2,950-73.5% | $4,608-83.0% | $2,098-62.7% |
| Participant deferral / active EE | $4,391 | $5,298-17.1% | $6,026-27.1% | $3,265+34.5% |
| Admin fee / account holder | $51 | $95-45.8% | $8,175-99.4% | $92-44.2% |