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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,225 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $61,249 | $73,981-17.2% | $105,754-42.1% | $62,881-2.6% |
| Participation rate | 98.8% | 71.7%+27.1pp | 78.9%+19.8pp | 69.3%+29.4pp |
| Annual return | 12.25% | 17.60%-5.4pp | 12.25%0pp | 20.14%-7.9pp |
| Employer contribution / active EE | $7,139 | $2,856+149.9% | $4,079+75.0% | $2,281+213.0% |
| Participant deferral / active EE | $7,710 | $4,038+90.9% | $5,326+44.8% | $3,203+140.7% |
| Admin fee / account holder | $10 | $5,976-99.8% | $8,309-99.9% | $4,296-99.8% |