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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,622 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $1,198 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $120,470 | $70,667+70.5% | $123,106-2.1% | $52,331+130.2% |
| Participation rate | 92.3% | 83.7%+8.6pp | 86.8%+5.5pp | 68.1%+24.2pp |
| Annual return | 1.72% | 6.23%-4.5pp | 13.22%-11.5pp | 4.54%-2.8pp |
| Employer contribution / active EE | $1,859 | $2,946-36.9% | $5,151-63.9% | $1,882-1.2% |
| Participant deferral / active EE | $8,544 | $4,493+90.2% | $6,229+37.2% | $3,022+182.7% |
| Admin fee / account holder | $18 | $506-96.4% | $9,015-99.8% | $592-96.9% |