Filed September 5, 2025 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,125 |
CARON & BLETZER, PLLC2 years Service code 15 · EIN 04-3499945 | Recordkeeping | $9,800 |
BRYAN CAVE LLP1 year Service code 15 · EIN 43-0602162 | Recordkeeping | $6,612 |
GUIDED CHOICE1 year Service code 26 · EIN 77-0514963 | Advisory (Participants) | $5,725 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $105,109 | $73,404+43.2% | $87,102+20.7% | $67,584+55.5% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.9%+20.8pp | 71.3%+26.4pp |
| Annual return | 24.39% | 48.29%-23.9pp | 28.19%-3.8pp | 378.59%-354.2pp |
| Employer contribution / active EE | $4,596 | $2,014+128.2% | $2,521+82.3% | $2,148+114.0% |
| Participant deferral / active EE | $7,854 | $3,913+100.7% | $4,048+94.0% | $3,540+121.9% |
| Admin fee / account holder | $21 | $142-85.3% | $7,493-99.7% | $142-85.4% |