Filed December 29, 2025
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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC1 year Service code 15 · EIN 33-0905143 | Recordkeeping | $20,397 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,927 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,017 | $102,661-48.4% | $151,645-65.0% | $66,949-20.8% |
| Participation rate | 81.0% | 85.5%-4.5pp | 87.5%-6.5pp | 69.8%+11.2pp |
| Annual return | -15.46% | -10.81%-4.6pp | 3.34%-18.8pp | 1.57%-17.0pp |
| Employer contribution / active EE | $2,109 | $4,184-49.6% | $6,165-65.8% | $2,545-17.1% |
| Participant deferral / active EE | $5,129 | $6,645-22.8% | $8,363-38.7% | $4,239+21.0% |
| Admin fee / account holder | $259 | $630-58.9% | $11,614-97.8% | $594-56.4% |