Filed January 15, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,342 | $79,223-60.4% | $102,460-69.4% | $74,478-57.9% |
| Participation rate | 87.3% | 74.8%+12.5pp | 76.5%+10.8pp | 67.2%+20.1pp |
| Annual return | 12.02% | 54.98%-43.0pp | 29.47%-17.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $1,698 | $2,363-28.1% | $3,025-43.9% | $2,626-35.3% |
| Participant deferral / active EE | $3,201 | $4,417-27.5% | $5,056-36.7% | $4,350-26.4% |
| Admin fee / account holder | $152 | $2,003-92.4% | $9,460-98.4% | $1,946-92.2% |