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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8874282 | Recordkeeping | $40,079 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,336 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $108,780 | $73,638+47.7% | $95,960+13.4% | $73,493+48.0% |
| Participation rate | 96.0% | 76.2%+19.8pp | 77.1%+18.9pp | 70.7%+25.3pp |
| Annual return | 11.73% | 16.78%-5.1pp | 91.63%-79.9pp | 28.51%-16.8pp |
| Employer contribution / active EE | $1,325 | $1,863-28.9% | $2,541-47.9% | $2,270-41.6% |
| Participant deferral / active EE | $5,376 | $3,617+48.6% | $4,167+29.0% | $3,740+43.8% |
| Admin fee / account holder | $291 | $482-39.6% | $6,797-95.7% | $513-43.2% |