Filed August 16, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,600 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $6,705 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,924 | $52,961-47.3% | $172,755-83.8% | $65,185-57.2% |
| Participation rate | 32.5% | 66.2%-33.7pp | 82.6%-50.1pp | 70.2%-37.7pp |
| Annual return | 39.94% | 30.12%+9.8pp | 802.94%-763.0pp | 29.38%+10.6pp |
| Employer contribution / active EE | $1,125 | $2,190-48.6% | $5,144-78.1% | $2,177-48.3% |
| Participant deferral / active EE | $2,174 | $2,471-12.0% | $5,198-58.2% | $3,514-38.1% |
| Admin fee / account holder | $154 | $472-67.3% | $13,955-98.9% | $847-81.8% |