Filed March 17, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $32,433 |
Filed as: RIMKUS, MARCIANO & ASSOC. INC Service code 15 3136 WINTON RD S , SUITE 300 · ROCHESTER, NY 14623 | Recordkeeping | $13,821 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 15 · EIN 13-2638166 | Recordkeeping | $6,696 |
ADP BROKER-DEALER1 year 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).
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 | $12,562 | $46,173-72.8% | $170,435-92.6% | $69,631-82.0% |
| Participation rate | 94.3% | 63.9%+30.4pp | 83.6%+10.7pp | 70.7%+23.6pp |
| Annual return | 14.29% | 21.62%-7.3pp | 205.94%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,361 | $2,080-34.6% | $4,939-72.5% | $3,224-57.8% |
| Admin fee / account holder | $140 | $116+20.9% | $13,881-99.0% | $110+26.9% |