Filed May 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,970 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,001 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,303 | $45,123-24.0% | $85,240-59.8% | $74,478-53.9% |
| Participation rate | 43.5% | 49.4%-5.9pp | 67.5%-24.1pp | 67.2%-23.7pp |
| Annual return | 13.85% | 26.32%-12.5pp | 66.75%-52.9pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,623 | $1,459+11.3% | $2,735-40.7% | $2,626-38.2% |
| Participant deferral / active EE | $3,827 | $2,736+39.9% | $4,527-15.5% | $4,350-12.0% |
| Admin fee / account holder | $273 | $2,215-87.7% | $6,165-95.6% | $1,946-86.0% |