Filed April 3, 2019
Total covered: 137 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $53,866 |
GUIDED CHOICE1 year Service code 26 · EIN 77-0514963 | Advisory (Participants) | $5,900 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,481 | $65,292+58.5% | $80,977+27.8% | $65,292+58.5% |
| Participation rate | 96.5% | 72.4%+24.1pp | 75.8%+20.7pp | 72.4%+24.1pp |
| Annual return | 9.64% | 11.84%-2.2pp | 17.11%-7.5pp | 11.84%-2.2pp |
| Employer contribution / active EE | $3,569 | $2,302+55.0% | $3,715-3.9% | $2,302+55.0% |
| Participant deferral / active EE | $7,042 | $3,579+96.8% | $5,696+23.6% | $3,579+96.8% |
| Admin fee / account holder | $11 | $57-81.2% | $5,517-99.8% | $57-81.2% |