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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-3852095 | Recordkeeping | $8,300 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,165 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $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 | $124,803 | $54,320+129.8% | $67,652+84.5% | $52,331+138.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -0.00% | 6.81%-6.8pp | 6625.40%-6625.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $5,935 | $1,544+284.5% | $2,266+162.0% | $1,882+215.4% |
| Participant deferral / active EE | $3,051 | $2,950+3.4% | $3,560-14.3% | $3,022+1.0% |
| Admin fee / account holder | $58 | $527-89.1% | $4,821-98.8% | $592-90.3% |