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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,137 |
TPG FINANCIAL ADVISORS, LLC4 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 15 · EIN 20-5282002 | Recordkeeping | $22,097 |
ADP BROKER-DEALER4 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 | $59,860 | $61,338-2.4% | $149,717-60.0% | $71,495-16.3% |
| Participation rate | 96.4% | 62.5%+33.9pp | 78.8%+17.6pp | 67.9%+28.5pp |
| Annual return | 18.56% | 35.86%-17.3pp | 134.41%-115.8pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,589 | $2,381+50.7% | $4,820-25.5% | $2,589+38.6% |
| Participant deferral / active EE | $5,918 | $2,919+102.7% | $5,682+4.2% | $4,291+37.9% |
| Admin fee / account holder | $264 | $1,263-79.1% | $13,213-98.0% | $1,588-83.4% |