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| Provider | Service type | Compensation |
|---|---|---|
SRPC, INC2 years Service code 15 · EIN 81-2204426 | Recordkeeping | $16,242 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,972 |
ADP BROKER-DEALER3 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 | $21,897 | $50,860-56.9% | $155,574-85.9% | $77,714-71.8% |
| Participation rate | 86.7% | 63.1%+23.6pp | 78.2%+8.5pp | 70.6%+16.1pp |
| Annual return | 23.58% | 34.86%-11.3pp | 64.87%-41.3pp | 31.26%-7.7pp |
| Employer contribution / active EE | $990 | $1,991-50.3% | $4,676-78.8% | $2,727-63.7% |
| Participant deferral / active EE | $4,957 | $2,825+75.5% | $5,629-11.9% | $4,649+6.6% |
| Admin fee / account holder | $75 | $436-82.9% | $15,914-99.5% | $433-82.8% |