Filed November 21, 2019
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,738 |
ADP BROKER-DEALER1 year 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).
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 | $18,849 | $62,928-70.0% | $172,755-89.1% | $67,579-72.1% |
| Participation rate | 53.8% | 64.5%-10.7pp | 82.6%-28.8pp | 71.3%-17.5pp |
| Annual return | 24.11% | 30.36%-6.2pp | 802.94%-778.8pp | 378.56%-354.4pp |
| Employer contribution / active EE | $292 | $1,636-82.2% | $5,144-94.3% | $2,148-86.4% |
| Participant deferral / active EE | $910 | $2,145-57.6% | $5,198-82.5% | $3,539-74.3% |
| Admin fee / account holder | $26 | $167-84.4% | $13,955-99.8% | $142-81.7% |