Filed June 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 39-1828175 | Recordkeeping | $21,889 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,951 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $82,194 | $67,411+21.9% | $91,004-9.7% | $70,126+17.2% |
| Participation rate | 84.9% | 71.4%+13.5pp | 75.6%+9.3pp | 69.5%+15.3pp |
| Annual return | 16.11% | -40.16%+56.3pp | 4.60%+11.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $386 | $1,786-78.4% | $2,456-84.3% | $2,343-83.5% |
| Participant deferral / active EE | $4,109 | $2,823+45.6% | $3,548+15.8% | $3,332+23.3% |
| Admin fee / account holder | $368 | $4,236-91.3% | $5,417-93.2% | $4,645-92.1% |