Filed November 8, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $26,381 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,475 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,558 | $43,411-75.7% | $94,993-88.9% | $69,631-84.8% |
| Participation rate | 91.0% | 64.4%+26.6pp | 73.9%+17.1pp | 70.7%+20.3pp |
| Annual return | 18.61% | 22.54%-3.9pp | 27.14%-8.5pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $517 | $1,202-57.0% | $2,603-80.1% | $2,032-74.5% |
| Participant deferral / active EE | $2,331 | $2,384-2.2% | $3,317-29.7% | $3,224-27.7% |
| Admin fee / account holder | $18 | $87-79.7% | $4,960-99.6% | $110-83.9% |