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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: HILLIARD LYONS Service code 49 227 E MAIN ST · GREENSBURG, IN 47240 | Other Services | $0 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,278 | $56,629-0.6% | $77,999-27.8% | $55,167+2.0% |
| Participation rate | 52.6% | 73.3%-20.7pp | 75.5%-23.0pp | 69.0%-16.4pp |
| Annual return | 7.47% | 2866.98%-2859.5pp | 425.96%-418.5pp | 169.23%-161.8pp |
| Employer contribution / active EE | $294 | $1,723-82.9% | $2,470-88.1% | $1,963-85.0% |
| Participant deferral / active EE | $2,300 | $2,777-17.2% | $3,497-34.2% | $3,054-24.7% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |