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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,760 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,285 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,063 | $81,208+7.2% | $98,920-12.0% | $79,852+9.0% |
| Participation rate | 80.2% | 72.5%+7.7pp | 76.0%+4.2pp | 69.6%+10.6pp |
| Annual return | 18.41% | 60.99%-42.6pp | 196.47%-178.1pp | 31.72%-13.3pp |
| Employer contribution / active EE | $483 | $1,960-75.4% | $2,689-82.0% | $2,471-80.5% |
| Participant deferral / active EE | $2,802 | $3,265-14.2% | $4,245-34.0% | $3,740-25.1% |
| Admin fee / account holder | $228 | $6,013-96.2% | $6,643-96.6% | $5,306-95.7% |