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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $32,812 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,000 |
ADP BROKER-DEALER1+ 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 | $23,050 | $48,313-52.3% | $73,309-68.6% | $52,331-56.0% |
| Participation rate | 75.0% | 68.6%+6.4pp | 74.9%+0.1pp | 68.1%+6.9pp |
| Annual return | 1.83% | 3.85%-2.0pp | 5.67%-3.8pp | 4.54%-2.7pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $9,871 | $4,189+135.7% | $4,991+97.8% | $3,022+226.6% |
| Admin fee / account holder | $13 | $404-96.9% | $5,635-99.8% | $592-97.9% |