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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,317 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $37,713 | $88,874-57.6% | $123,552-69.5% | $75,289-49.9% |
| Participation rate | 90.6% | 75.9%+14.7pp | 82.3%+8.3pp | 72.4%+18.2pp |
| Annual return | 340.86% | 4.22%+336.6pp | 119.20%+221.7pp | -0.04%+340.9pp |
| Employer contribution / active EE | $2,377 | $3,256-27.0% | $4,628-48.6% | $2,405-1.2% |
| Participant deferral / active EE | $5,246 | $6,174-15.0% | $6,426-18.4% | $3,739+40.3% |
| Admin fee / account holder | $2 | $95-97.5% | $9,285-100.0% | $102-97.7% |