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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,510 |
Filed as: AXA ADVISORS, LLC Service code 15 · EIN 13-4071393 | Recordkeeping | $21,215 |
ADP BROKER-DEALER1 year 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 | $78,777 | $105,200-25.1% | $159,474-50.6% | $85,847-8.2% |
| Participation rate | 90.4% | 75.8%+14.6pp | 82.8%+7.6pp | 69.3%+21.1pp |
| Annual return | 13.14% | 45.08%-31.9pp | 263.68%-250.5pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,802 | $5,946-36.1% | $7,353-48.3% | $3,952-3.8% |
| Admin fee / account holder | $251 | $6,934-96.4% | $10,802-97.7% | $6,261-96.0% |