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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $44,177 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,235 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,782 | $80,753+1.3% | $136,298-40.0% | $62,293+31.3% |
| Participation rate | 91.1% | 73.5%+17.6pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 14.13% | 35.83%-21.7pp | 5156.27%-5142.1pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,540 | $2,884-46.6% | $4,696-67.2% | $2,042-24.6% |
| Participant deferral / active EE | $6,161 | $5,164+19.3% | $6,247-1.4% | $3,169+94.4% |
| Admin fee / account holder | $22 | $525-95.8% | $9,244-99.8% | $479-95.4% |