Filed April 2, 2018 (most recent of 3 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $81,294 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,725 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $57,912 | $71,802-19.3% | $133,975-56.8% | $57,658+0.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 8.49% | 13.51%-5.0pp | 29.29%-20.8pp | 5.13%+3.4pp |
| Employer contribution / active EE | $5,831 | $3,161+84.4% | $5,211+11.9% | $1,974+195.4% |
| Participant deferral / active EE | $4,184 | $4,606-9.2% | $6,282-33.4% | $3,061+36.7% |
| Admin fee / account holder | $12 | $88-85.9% | $9,324-99.9% | $95-86.9% |