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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant 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 | $69,469 | $55,449+25.3% | $83,831-17.1% | $56,289+23.4% |
| Participation rate | 90.1% | 68.0%+22.1pp | 76.1%+13.9pp | 69.9%+20.2pp |
| Annual return | 1.38% | -1.38%+2.8pp | 850.99%-849.6pp | -9.96%+11.3pp |
| Employer contribution / active EE | $454 | $2,430-81.3% | $3,631-87.5% | $2,111-78.5% |
| Participant deferral / active EE | $5,524 | $2,935+88.2% | $4,082+35.3% | $3,350+64.9% |
| Admin fee / account holder | $16 | $656-97.6% | $5,479-99.7% | $521-97.0% |