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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC4 years Service code 15 · EIN 33-0905143 | Recordkeeping | $20,592 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,418 |
Service code 15 · EIN 92-2678185 | Recordkeeping | $7,748 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,496 | $53,165-61.4% | $86,235-76.2% | $74,473-72.5% |
| Participation rate | 90.2% | 64.9%+25.3pp | 69.0%+21.2pp | 70.7%+19.5pp |
| Annual return | 18.25% | 22.64%-4.4pp | 1170.03%-1151.8pp | 34.36%-16.1pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,381-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,660 | $3,234+75.0% | $3,987+42.0% | $4,530+24.9% |
| Admin fee / account holder | $75 | $551-86.3% | $6,856-98.9% | $347-78.3% |