Filed December 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,987 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,857 | $51,620-80.9% | $90,281-89.1% | $65,185-84.9% |
| Participation rate | 95.6% | 68.6%+27.0pp | 73.3%+22.3pp | 70.2%+25.4pp |
| Annual return | 26.44% | 24.94%+1.5pp | 78.10%-51.7pp | 29.38%-2.9pp |
| Employer contribution / active EE | $524 | $2,235-76.6% | $2,854-81.7% | $2,177-75.9% |
| Participant deferral / active EE | $2,308 | $2,871-19.6% | $3,885-40.6% | $3,514-34.3% |
| Admin fee / account holder | $19 | $384-95.2% | $5,351-99.7% | $847-97.8% |