Filed July 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $43,635 |
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,214 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,473 | $42,810-68.5% | $169,452-92.0% | $55,725-75.8% |
| Participation rate | 45.6% | 64.7%-19.1pp | 77.8%-32.2pp | 70.9%-25.2pp |
| Annual return | -6.31% | -3.61%-2.7pp | 1.83%-8.1pp | 244.93%-251.2pp |
| Employer contribution / active EE | $192 | $1,402-86.3% | $4,157-95.4% | $2,078-90.8% |
| Participant deferral / active EE | $1,462 | $3,141-53.4% | $5,277-72.3% | $3,356-56.4% |
| Admin fee / account holder | $21 | $106-80.6% | $9,110-99.8% | $115-82.1% |