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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 65-0003251 701 EAST COMMERCIAL BLVD · FORT LAUDERDALE, FL 33334 | Accounting | $9,030 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER3 years Filed as: ADP BROKER-DEALER 22-3319984 Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,068 | $145,904-91.7% | $83,831-85.6% | - |
| Participation rate | 85.9% | 64.1%+21.7pp | 76.1%+9.7pp | - |
| Annual return | -1.76% | -3.19%+1.4pp | 850.99%-852.7pp | - |
| Employer contribution / active EE | $1,263 | $1,734-27.2% | $3,631-65.2% | - |
| Participant deferral / active EE | $1,901 | $2,760-31.1% | $4,082-53.4% | - |
| Admin fee / account holder | $0 | $8,727-100.0% | $5,479-100.0% | - |