Filed September 5, 2025 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $216,312 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $86,881 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $121,417 | $99,212+22.4% | $96,564+25.7% | $74,478+63.0% |
| Participation rate | 99.4% | 80.7%+18.7pp | 76.0%+23.4pp | 70.7%+28.6pp |
| Annual return | 21.18% | 22.40%-1.2pp | 25.89%-4.7pp | 34.37%-13.2pp |
| Employer contribution / active EE | $5,043 | $2,569+96.3% | $2,967+70.0% | $2,637+91.2% |
| Participant deferral / active EE | $9,528 | $4,938+92.9% | $4,852+96.4% | $4,530+110.3% |
| Admin fee / account holder | $161 | $225-28.5% | $8,256-98.1% | $347-53.7% |