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| Provider | Service type | Compensation |
|---|---|---|
ATCAPS PARTNERS LLC1 year Filed as: ATCAP PARTNERS, LLC Service code 26 · EIN 04-3249931 1445 RESEARCH BLVD · ROCKVILLE, MD 20850 | Advisory (Participants) | $25,180 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $19,576 |
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 | $46,062 | $50,919-9.5% | $155,556-70.4% | $77,762-40.8% |
| Participation rate | 93.0% | 63.1%+29.9pp | 78.2%+14.8pp | 70.6%+22.4pp |
| Annual return | 129.26% | 34.84%+94.4pp | 64.84%+64.4pp | 31.27%+98.0pp |
| Employer contribution / active EE | $2,073 | $1,991+4.1% | $4,675-55.7% | $2,728-24.0% |
| Participant deferral / active EE | $4,738 | $2,824+67.7% | $5,631-15.9% | $4,651+1.9% |
| Admin fee / account holder | $116 | $437-73.4% | $15,885-99.3% | $433-73.1% |