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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,396 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,011 | $99,957-22.0% | $149,730-47.9% | $73,493+6.1% |
| Participation rate | 78.9% | 75.7%+3.2pp | 82.5%-3.6pp | 70.7%+8.2pp |
| Annual return | 28.87% | 53.87%-25.0pp | 276.70%-247.8pp | 28.51%+0.4pp |
| Employer contribution / active EE | $3,677 | $3,191+15.2% | $4,645-20.8% | $2,270+62.0% |
| Participant deferral / active EE | $8,289 | $6,073+36.5% | $6,843+21.1% | $3,740+121.7% |
| Admin fee / account holder | $17 | $551-96.9% | $9,310-99.8% | $513-96.7% |