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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JAFFE TILCHIN INVESTMENT PARTNERS Service code 15 · EIN 90-0591692 | Recordkeeping | $9,728 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,032 |
ADP BROKER-DEALER2 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 | $6,861 | $46,332-85.2% | $143,799-95.2% | $64,819-89.4% |
| Participation rate | 83.1% | 64.2%+18.9pp | 80.3%+2.8pp | 71.5%+11.6pp |
| Annual return | -13.26% | -10.05%-3.2pp | -0.04%-13.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $380 | $1,911-80.1% | $4,952-92.3% | $2,507-84.8% |
| Participant deferral / active EE | $1,804 | $2,647-31.9% | $5,638-68.0% | $4,311-58.2% |
| Admin fee / account holder | $47 | $154-69.5% | $14,677-99.7% | $188-75.0% |