Filed October 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Direct payment fr... | $109,512 |
FTB ADVISORS, INC.1 year Filed as: FTB Service code 16 · EIN 22-3319984 165 MADISON AVE · MEMPHIS, TN 38103 | Consulting | $23,572 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,550 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,484 | $80,354-78.2% | $133,980-87.0% | $63,975-72.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 121.40% | 13.11%+108.3pp | 29.30%+92.1pp | 48.65%+72.7pp |
| Employer contribution / active EE | $1,385 | $3,503-60.5% | $5,211-73.4% | $2,182-36.5% |
| Participant deferral / active EE | $1,988 | $5,239-62.0% | $6,282-68.3% | $3,356-40.8% |
| Admin fee / account holder | $85 | $69+22.9% | $9,324-99.1% | $70+20.9% |