Filed September 5, 2025 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $193,958 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $14,729 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $134,191 | $110,258+21.7% | $102,460+31.0% | $200,096-32.9% |
| Participation rate | 96.3% | 86.3%+10.0pp | 76.5%+19.8pp | 72.0%+24.3pp |
| Annual return | 17.64% | 35.78%-18.1pp | 29.47%-11.8pp | 34.26%-16.6pp |
| Employer contribution / active EE | $5,129 | $3,605+42.3% | $3,025+69.5% | $3,038+68.8% |
| Participant deferral / active EE | $10,057 | $6,377+57.7% | $5,056+98.9% | $5,090+97.6% |
| Admin fee / account holder | $108 | $122-11.8% | $9,460-98.9% | $269-60.0% |