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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,950 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $62,540 | $46,072+35.7% | $69,779-10.4% | $55,167+13.4% |
| Participation rate | 94.0% | 67.5%+26.5pp | 71.8%+22.1pp | 69.0%+25.0pp |
| Annual return | 0.00% | 8.68%-8.7pp | 12.99%-13.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $4,123 | $1,500+174.9% | $2,338+76.3% | $1,963+110.1% |
| Participant deferral / active EE | $4,587 | $2,344+95.7% | $2,931+56.5% | $3,054+50.2% |
| Admin fee / account holder | $16 | $428-96.4% | $4,381-99.6% | $504-96.9% |