Filed December 23, 1996
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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $57,596 |
Filed as: HIGHLAND CONSULTING Service code 15 · EIN 34-1753575 | Recordkeeping | $32,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,555 | $92,186-19.1% | $105,624-29.4% | $77,762-4.1% |
| Participation rate | 61.5% | 81.0%-19.6pp | 75.3%-13.8pp | 70.6%-9.1pp |
| Annual return | 10.44% | 17.83%-7.4pp | 116.20%-105.8pp | 31.27%-20.8pp |
| Employer contribution / active EE | $615 | $3,376-81.8% | $3,168-80.6% | $2,728-77.5% |
| Participant deferral / active EE | $2,889 | $5,395-46.4% | $5,013-42.4% | $4,651-37.9% |
| Admin fee / account holder | $186 | $219-15.0% | $10,961-98.3% | $433-57.0% |