Filed December 31, 2018 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP Service code 15 · EIN 22-1467904 | Recordkeeping | $10,210 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,060 | $46,732-27.1% | $156,551-78.2% | $55,167-38.3% |
| Participation rate | 88.9% | 65.8%+23.1pp | 84.0%+4.9pp | 69.0%+19.9pp |
| Annual return | 0.84% | 17.72%-16.9pp | 32.23%-31.4pp | 169.23%-168.4pp |
| Employer contribution / active EE | $4,886 | $2,105+132.1% | $5,501-11.2% | $1,963+149.0% |
| Participant deferral / active EE | $2,988 | $2,204+35.6% | $4,871-38.7% | $3,054-2.2% |
| Admin fee / account holder | $75 | $418-82.0% | $13,028-99.4% | $504-85.1% |