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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $20,252 |
MAH & ASSOCIATES, LLP5+ years Filed as: MAH & ASSOCIATES LLP Service code 15 · EIN 94-3342694 | Recordkeeping | $17,456 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,816 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,673 | $54,757+3.5% | $90,300-37.2% | $72,983-22.3% |
| Participation rate | 96.9% | 65.1%+31.7pp | 73.3%+23.6pp | 69.5%+27.4pp |
| Annual return | 22.93% | 30.63%-7.7pp | 78.11%-55.2pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,191 | $2,887+114.5% | $3,884+59.4% | $3,608+71.6% |
| Admin fee / account holder | $188 | $3,972-95.3% | $5,353-96.5% | $5,124-96.3% |