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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $283,998 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $72,049 |
BKD, LLP5 years Service code 15 · EIN 44-0160260 | Recordkeeping | $12,272 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,187 | $143,525-41.3% | $379,746-77.8% | $90,274-6.7% |
| Participation rate | 99.9% | 82.9%+17.0pp | 78.4%+21.5pp | 73.4%+26.5pp |
| Annual return | 19.84% | 18.97%+0.9pp | 34.90%-15.1pp | 53.97%-34.1pp |
| Employer contribution / active EE | $4,693 | $3,201+46.6% | $3,540+32.6% | $2,523+86.0% |
| Participant deferral / active EE | $4,714 | $5,231-9.9% | $6,024-21.7% | $4,231+11.4% |
| Admin fee / account holder | $89 | $100-11.2% | $7,927-98.9% | $114-21.8% |