Filed July 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $26,967 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,375 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,892 | $36,700-37.6% | $171,082-86.6% | $63,975-64.2% |
| Participation rate | 19.2% | 61.5%-42.4pp | 76.7%-57.5pp | 71.1%-51.9pp |
| Annual return | 8.58% | 12.80%-4.2pp | 32.56%-24.0pp | 48.65%-40.1pp |
| Employer contribution / active EE | $95 | $1,210-92.2% | $4,002-97.6% | $2,182-95.7% |
| Participant deferral / active EE | $627 | $2,696-76.7% | $4,797-86.9% | $3,356-81.3% |
| Admin fee / account holder | $20 | $68-70.2% | $8,520-99.8% | $70-71.4% |