Filed December 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $24,762 |
RBC WEALTH MANAGEMENT4 years Service code 15 · EIN 41-1416330 | Recordkeeping | $23,187 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $16,081 | $88,122-81.8% | $141,191-88.6% | $67,579-76.2% |
| Participation rate | 90.6% | 76.5%+14.2pp | 82.5%+8.2pp | 71.3%+19.3pp |
| Annual return | 42.24% | 75.40%-33.2pp | 71.41%-29.2pp | 378.56%-336.3pp |
| Employer contribution / active EE | $557 | $3,224-82.7% | $4,736-88.2% | $2,148-74.1% |
| Participant deferral / active EE | $4,769 | $5,958-20.0% | $6,710-28.9% | $3,539+34.7% |
| Admin fee / account holder | $63 | $131-52.1% | $10,264-99.4% | $142-55.9% |