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| Provider | Service type | Compensation |
|---|---|---|
FUND DIRECT ADVISORS1 year Filed as: FUND DIRECT ADVISORS, INC Service code 15 · EIN 27-3584365 | Recordkeeping | $70,661 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,422 |
KIMBERLIN COMPANY, PLLC1 year Service code 15 · EIN 45-5497718 | Recordkeeping | $8,550 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $65,056 | $78,562-17.2% | $105,608-38.4% | $74,429-12.6% |
| Participation rate | 95.9% | 72.8%+23.1pp | 75.3%+20.6pp | 67.2%+28.7pp |
| Annual return | 15.93% | 15.94%0pp | 116.50%-100.6pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $5,488 | $2,521+117.6% | $3,167+73.3% | $2,625+109.1% |
| Participant deferral / active EE | $9,625 | $4,321+122.7% | $5,010+92.1% | $4,348+121.4% |
| Admin fee / account holder | $292 | $2,217-86.8% | $11,028-97.4% | $1,944-85.0% |