Filed October 4, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,307 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: UBS Service code 49 6070 POPLAR AVENUE SUITE 400 · MEMPHIS, TN 38119 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,231 | $69,383-44.9% | $101,271-62.2% | $73,493-48.0% |
| Participation rate | 58.0% | 68.4%-10.4pp | 75.8%-17.8pp | 70.7%-12.7pp |
| Annual return | 19.63% | 18.46%+1.2pp | 46.48%-26.8pp | 28.51%-8.9pp |
| Employer contribution / active EE | $1,596 | $2,628-39.3% | $3,660-56.4% | $2,270-29.7% |
| Participant deferral / active EE | $2,602 | $3,301-21.2% | $4,371-40.5% | $3,740-30.4% |
| Admin fee / account holder | $16 | $704-97.7% | $5,948-99.7% | $513-96.9% |