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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,904 |
TD AMERITRADE, INC.3+ years Service code 33 · EIN 82-0543156 | Securities brokerage; Distribution (1... | $615 |
ADP BROKER-DEALER3+ 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 | $128,445 | $89,739+43.1% | $149,716-14.2% | $62,293+106.2% |
| Participation rate | 94.4% | 85.1%+9.3pp | 87.1%+7.4pp | 69.5%+24.9pp |
| Annual return | 20.18% | 21.01%-0.8pp | 1501.67%-1481.5pp | 28.90%-8.7pp |
| Employer contribution / active EE | $4,200 | $3,233+29.9% | $5,444-22.9% | $2,042+105.6% |
| Participant deferral / active EE | $8,814 | $4,797+83.7% | $6,568+34.2% | $3,169+178.1% |
| Admin fee / account holder | $15 | $551-97.3% | $11,282-99.9% | $479-96.9% |