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 | $75,090 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $39,408 |
ADP BROKER-DEALER4+ 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 | $84,411 | $80,005+5.5% | $140,019-39.7% | $55,725+51.5% |
| Participation rate | 98.9% | 87.0%+11.9pp | 87.5%+11.4pp | 70.9%+28.0pp |
| Annual return | -3.82% | 0.46%-4.3pp | 651.17%-655.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $2,322 | $3,403-31.8% | $5,605-58.6% | $2,078+11.7% |
| Participant deferral / active EE | $4,604 | $5,264-12.5% | $6,927-33.5% | $3,356+37.2% |
| Admin fee / account holder | $124 | $116+6.8% | $10,705-98.8% | $115+7.3% |