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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,777 |
VALMARK ADVISERS INC1 year Filed as: VALMARK SECURITIES INC. Service code 15 · EIN 31-1509466 | Recordkeeping | $11,250 |
APPLE GROWTH PARTNERS1 year Service code 15 · EIN 34-1082617 | Recordkeeping | $7,900 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $59,536 | $74,024-19.6% | $78,002-23.7% | $57,658+3.3% |
| Participation rate | 89.3% | 79.7%+9.5pp | 75.5%+13.8pp | 70.2%+19.1pp |
| Annual return | 8.70% | 12.14%-3.4pp | 425.99%-417.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $2,676 | $2,365+13.2% | $2,470+8.4% | $1,974+35.6% |
| Participant deferral / active EE | $5,125 | $3,533+45.1% | $3,497+46.6% | $3,061+67.5% |
| Admin fee / account holder | $72 | $93-23.0% | $5,481-98.7% | $95-24.1% |