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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $60,412 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,827 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $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 | $47,772 | $69,231-31.0% | $91,994-48.1% | $67,579-29.3% |
| Participation rate | 74.6% | 78.9%-4.3pp | 78.6%-4.0pp | 71.3%+3.3pp |
| Annual return | 24.08% | 32.03%-7.9pp | 69.04%-45.0pp | 378.56%-354.5pp |
| Employer contribution / active EE | $2,591 | $2,284+13.4% | $3,453-25.0% | $2,148+20.6% |
| Participant deferral / active EE | $5,262 | $5,854-10.1% | $5,924-11.2% | $3,539+48.7% |
| Admin fee / account holder | $24 | $107-77.6% | $7,744-99.7% | $142-83.1% |