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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,213 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 15 · EIN 91-0189318 | Recordkeeping | $7,000 |
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 | $46,593 | $69,511-33.0% | $94,664-50.8% | $71,511-34.8% |
| Participation rate | 90.4% | 78.4%+12.0pp | 80.8%+9.6pp | 67.9%+22.5pp |
| Annual return | 30.35% | 29.67%+0.7pp | 156.84%-126.5pp | 28.86%+1.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $12,461 | $7,348+69.6% | $7,417+68.0% | $4,291+190.4% |
| Admin fee / account holder | $73 | $1,211-94.0% | $7,222-99.0% | $1,588-95.4% |