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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,760 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $55,798 | $89,652-37.8% | $141,197-60.5% | $65,186-14.4% |
| Participation rate | 74.3% | 74.7%-0.4pp | 82.5%-8.1pp | 70.2%+4.1pp |
| Annual return | 45.44% | 32.79%+12.6pp | 71.41%-26.0pp | 29.39%+16.1pp |
| Employer contribution / active EE | $797 | $3,065-74.0% | $4,736-83.2% | $2,177-63.4% |
| Participant deferral / active EE | $11,002 | $5,691+93.3% | $6,710+64.0% | $3,514+213.1% |
| Admin fee / account holder | $14 | $569-97.5% | $10,265-99.9% | $847-98.3% |