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 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $7,654 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return 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 | $42,501 | $55,453-23.4% | $170,435-75.1% | $62,293-31.8% |
| Participation rate | 75.5% | 66.4%+9.1pp | 83.6%-8.1pp | 69.5%+6.0pp |
| Annual return | 12.23% | 21.38%-9.1pp | 205.94%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $5,323 | $2,164+146.0% | $5,432-2.0% | $2,042+160.6% |
| Participant deferral / active EE | $2,445 | $2,303+6.2% | $4,939-50.5% | $3,169-22.9% |
| Admin fee / account holder | $53 | $455-88.4% | $13,881-99.6% | $479-89.0% |