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 | $81,681 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,862 |
ADP BROKER-DEALER3+ 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 | $89,015 | $81,537+9.2% | $149,721-40.5% | $69,631+27.8% |
| Participation rate | 99.2% | 86.1%+13.1pp | 87.1%+12.2pp | 70.7%+28.6pp |
| Annual return | 51.70% | 22.79%+28.9pp | 1501.67%-1450.0pp | 27571.02%-27519.3pp |
| Employer contribution / active EE | $5,589 | $3,239+72.6% | $5,444+2.7% | $2,032+175.0% |
| Participant deferral / active EE | $4,229 | $4,994-15.3% | $6,568-35.6% | $3,224+31.2% |
| Admin fee / account holder | $25 | $107-76.5% | $11,282-99.8% | $110-77.3% |