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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 46-3852095 | Recordkeeping | $9,100 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,846 |
ADP BROKER-DEALER3+ 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 | $141,880 | $64,909+118.6% | $82,312+72.4% | $62,293+127.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.19% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $5,808 | $1,676+246.6% | $2,428+139.2% | $2,042+184.4% |
| Participant deferral / active EE | $3,360 | $3,103+8.3% | $3,706-9.3% | $3,169+6.0% |
| Admin fee / account holder | $51 | $440-88.3% | $5,608-99.1% | $479-89.3% |