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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $52,882 |
Filed as: MML INVESTORS SERVICES, INC. Service code 15 · EIN 04-2746212 | Recordkeeping | $14,224 |
EDWARD JONES5 years Service code 15 · EIN 43-0345811 | Recordkeeping | $8,835 |
ADP BROKER-DEALER2 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 | $65,312 | $101,653-35.8% | $147,080-55.6% | $74,459-12.3% |
| Participation rate | 97.0% | 75.6%+21.4pp | 82.2%+14.8pp | 67.2%+29.7pp |
| Annual return | 74.96% | 8754.98%-8680.0pp | 420.17%-345.2pp | 1369.70%-1294.7pp |
| Employer contribution / active EE | $4,720 | $3,813+23.8% | $4,933-4.3% | $2,626+79.7% |
| Participant deferral / active EE | $11,252 | $7,304+54.0% | $8,066+39.5% | $4,350+158.7% |
| Admin fee / account holder | $190 | $1,752-89.1% | $12,989-98.5% | $1,945-90.2% |