Filed March 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $48,062 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,950 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,183 | $56,972+61.8% | $182,532-49.5% | $65,185+41.4% |
| Participation rate | 98.0% | 66.5%+31.5pp | 78.0%+20.0pp | 70.2%+27.8pp |
| Annual return | 21.19% | 27.67%-6.5pp | 148.54%-127.3pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,475 | $1,615-8.6% | $4,076-63.8% | $2,177-32.2% |
| Participant deferral / active EE | $3,768 | $3,526+6.8% | $5,524-31.8% | $3,514+7.2% |
| Admin fee / account holder | $27 | $528-94.9% | $8,592-99.7% | $847-96.8% |