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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TPG FINANCIAL ADVISORS LLC Service code 15 · EIN 20-5282002 | Recordkeeping | $22,520 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,644 |
ADP BROKER-DEALER1 year 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 | $67,938 | $58,888+15.4% | $178,499-61.9% | $73,493-7.6% |
| Participation rate | 99.1% | 66.2%+32.8pp | 81.9%+17.1pp | 70.7%+28.4pp |
| Annual return | 16.45% | 24.86%-8.4pp | 151.10%-134.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $7,165 | $2,236+220.4% | $5,011+43.0% | $2,270+215.6% |
| Participant deferral / active EE | $4,655 | $2,568+81.3% | $5,202-10.5% | $3,740+24.5% |
| Admin fee / account holder | $282 | $400-29.6% | $13,986-98.0% | $513-45.1% |