Filed August 25, 2020 (most recent of 4 filings on file)
Total covered: 84 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $281,740 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $71,999 |
BKD, LLP8 years Service code 15 · EIN 44-0160260 | Recordkeeping | $24,886 |
ADP BROKER-DEALER9+ 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 | $85,623 | $136,853-37.4% | $130,231-34.3% | $80,157+6.8% |
| Participation rate | 99.5% | 81.6%+17.9pp | 76.3%+23.3pp | 72.9%+26.6pp |
| Annual return | 19.75% | 22.66%-2.9pp | 38.86%-19.1pp | 40.39%-20.6pp |
| Employer contribution / active EE | $4,867 | $3,395+43.4% | $4,126+18.0% | $2,977+63.5% |
| Participant deferral / active EE | $5,515 | $5,856-5.8% | $6,799-18.9% | $5,015+10.0% |
| Admin fee / account holder | $83 | $184-54.7% | $6,020-98.6% | $145-42.5% |