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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $63,209 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,475 |
ADP BROKER-DEALER2+ 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 | $88,679 | $76,551+15.8% | $123,894-28.4% | $62,881+41.0% |
| Participation rate | 89.0% | 73.0%+16.1pp | 81.4%+7.6pp | 69.3%+19.7pp |
| Annual return | 8.24% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,530 | $2,882+22.5% | $4,617-23.5% | $2,281+54.8% |
| Participant deferral / active EE | $8,804 | $4,840+81.9% | $5,984+47.1% | $3,203+174.9% |
| Admin fee / account holder | $12 | $4,826-99.7% | $8,357-99.9% | $4,296-99.7% |