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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $125,570 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,692 |
BDO USA, LLP1 year Filed as: BDO USA , LLP Service code 15 · EIN 13-5381590 | Recordkeeping | $8,400 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $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 | $113,528 | $93,182+21.8% | $146,643-22.6% | $79,391+43.0% |
| Participation rate | 96.6% | 76.4%+20.1pp | 80.1%+16.5pp | 70.7%+25.8pp |
| Annual return | 15.94% | 21.61%-5.7pp | 22.75%-6.8pp | 116.88%-100.9pp |
| Employer contribution / active EE | $2,869 | $2,420+18.6% | $4,137-30.7% | $2,428+18.2% |
| Participant deferral / active EE | $4,076 | $4,169-2.2% | $5,506-26.0% | $4,046+0.7% |
| Admin fee / account holder | $226 | $585-61.3% | $10,280-97.8% | $627-63.9% |