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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $123,185 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $44,126 |
Service code 15 · EIN 43-0831507 | Recordkeeping | $16,000 |
ADP BROKER-DEALER7 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 | $111,271 | $83,045+34.0% | $130,045-14.4% | $71,511+55.6% |
| Participation rate | 97.2% | 74.1%+23.1pp | 78.5%+18.7pp | 67.9%+29.3pp |
| Annual return | 17.52% | 20.61%-3.1pp | -137.30%+154.8pp | 28.86%-11.3pp |
| Employer contribution / active EE | $3,013 | $2,623+14.8% | $4,321-30.3% | $2,589+16.4% |
| Participant deferral / active EE | $4,299 | $4,436-3.1% | $5,820-26.1% | $4,291+0.2% |
| Admin fee / account holder | $232 | $1,727-86.6% | $10,600-97.8% | $1,588-85.4% |