Filed November 16, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,116 |
Filed as: PCA INVESTMENT ADVISORY SERVICES, I Service code 15 · EIN 59-3766965 | Recordkeeping | $25,762 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,281 | $84,936+0.4% | $111,297-23.4% | $79,386+7.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 14.83% | 17.45%-2.6pp | 54.65%-39.8pp | 116.85%-102.0pp |
| Employer contribution / active EE | $2,301 | $1,979+16.3% | $2,731-15.7% | $2,427-5.2% |
| Participant deferral / active EE | $5,945 | $3,888+52.9% | $4,487+32.5% | $4,046+47.0% |
| Admin fee / account holder | $234 | $537-56.5% | $7,964-97.1% | $626-62.7% |