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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPLED ADVISORS, INC.4+ years Service code 15 · EIN 59-3782727 | Recordkeeping | $30,407 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,488 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,203 | $28,109+46.6% | $71,086-42.0% | $56,287-26.8% |
| Participation rate | 78.8% | 40.4%+38.4pp | 54.7%+24.2pp | 69.9%+9.0pp |
| Annual return | -7.06% | -615.05%+608.0pp | 650.59%-657.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,414 | $558+153.6% | $1,088+30.0% | $2,111-33.0% |
| Participant deferral / active EE | $3,011 | $1,116+169.9% | $1,874+60.7% | $3,350-10.1% |
| Admin fee / account holder | $221 | $585-62.2% | $3,082-92.8% | $521-57.6% |