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-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $288,434 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $71,950 |
BKD, LLP6 years Service code 15 · EIN 44-0160260 | Recordkeeping | $13,322 |
ADP BROKER-DEALER7+ 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 | $95,997 | $164,864-41.8% | $453,569-78.8% | $93,010+3.2% |
| Participation rate | 99.9% | 84.2%+15.7pp | 78.0%+21.8pp | 73.9%+26.0pp |
| Annual return | 15.58% | 17.89%-2.3pp | 64.43%-48.8pp | 158.70%-143.1pp |
| Employer contribution / active EE | $4,845 | $3,519+37.7% | $4,072+19.0% | $2,705+79.1% |
| Participant deferral / active EE | $5,296 | $5,690-6.9% | $6,211-14.7% | $4,561+16.1% |
| Admin fee / account holder | $89 | $104-14.7% | $11,214-99.2% | $152-41.4% |