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-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% | $130,298-34.3% | $80,187+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 | 38.90%-19.1pp | 40.40%-20.7pp |
| Employer contribution / active EE | $4,867 | $3,395+43.4% | $4,128+17.9% | $2,980+63.3% |
| Participant deferral / active EE | $5,515 | $5,856-5.8% | $6,790-18.8% | $5,016+9.9% |
| Admin fee / account holder | $83 | $184-54.7% | $6,025-98.6% | $145-42.5% |