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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,727 | $55,790-30.6% | $76,817-49.6% | $67,579-42.7% |
| Participation rate | 84.6% | 71.1%+13.5pp | 72.1%+12.5pp | 71.3%+13.3pp |
| Annual return | 3.23% | 64.45%-61.2pp | 1166.11%-1162.9pp | 378.56%-375.3pp |
| Employer contribution / active EE | $2,300 | $1,810+27.1% | $2,302-0.1% | $2,148+7.1% |
| Participant deferral / active EE | $1,605 | $2,875-44.2% | $3,336-51.9% | $3,539-54.6% |
| Admin fee / account holder | $7 | $159-95.4% | $6,420-99.9% | $142-94.9% |