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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-3852095 | Recordkeeping | $8,700 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,088 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $125,178 | $60,165+108.1% | $74,184+68.7% | $55,167+126.9% |
| Participation rate | 99.5% | 74.2%+25.3pp | 76.6%+22.9pp | 69.0%+30.5pp |
| Annual return | 6.44% | 10.00%-3.6pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $5,652 | $1,600+253.3% | $2,370+138.5% | $1,963+188.0% |
| Participant deferral / active EE | $2,764 | $2,973-7.0% | $3,550-22.1% | $3,054-9.5% |
| Admin fee / account holder | $53 | $419-87.4% | $5,586-99.1% | $504-89.5% |