Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,219 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,993 | $79,223+11.1% | $102,460-14.1% | $74,478+18.1% |
| Participation rate | 66.2% | 74.8%-8.6pp | 76.5%-10.3pp | 67.2%-1.0pp |
| Annual return | -80.28% | 54.98%-135.3pp | 29.47%-109.8pp | 1370.56%-1450.8pp |
| Employer contribution / active EE | $2,686 | $2,363+13.6% | $3,025-11.2% | $2,626+2.3% |
| Participant deferral / active EE | $4,233 | $4,417-4.2% | $5,056-16.3% | $4,350-2.7% |
| Admin fee / account holder | $304 | $2,003-84.8% | $9,460-96.8% | $1,946-84.4% |