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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,841 |
WEAVER AND TIDWELL, LLP2 years Service code 15 · EIN 75-0786316 | Recordkeeping | $14,935 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $11,465 | $46,332-75.3% | $143,799-92.0% | $64,819-82.3% |
| Participation rate | 90.4% | 64.2%+26.1pp | 80.3%+10.1pp | 71.5%+18.9pp |
| Annual return | -14.91% | -10.05%-4.9pp | -0.04%-14.9pp | 32.84%-47.8pp |
| Employer contribution / active EE | $538 | $1,911-71.9% | $4,952-89.1% | $2,507-78.5% |
| Participant deferral / active EE | $3,088 | $2,647+16.6% | $5,638-45.2% | $4,311-28.4% |
| Admin fee / account holder | $36 | $154-76.5% | $14,677-99.8% | $188-80.7% |