Filed August 25, 2020 (most recent of 4 filings on file)
Total covered: 84 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $266,654 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $71,999 |
BKD, LLP4 years Service code 15 · EIN 44-0160260 | Recordkeeping | $10,515 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $73,654 | $127,218-42.1% | $392,568-81.2% | $77,775-5.3% |
| Participation rate | 99.6% | 82.0%+17.6pp | 78.1%+21.6pp | 73.2%+26.4pp |
| Annual return | 22.32% | 25.27%-2.9pp | 24.42%-2.1pp | 32.58%-10.3pp |
| Employer contribution / active EE | $4,292 | $3,064+40.1% | $3,783+13.5% | $2,504+71.4% |
| Participant deferral / active EE | $4,128 | $4,820-14.4% | $5,985-31.0% | $3,966+4.1% |
| Admin fee / account holder | $90 | $89+1.3% | $6,260-98.6% | $100-9.9% |