Filed April 3, 2019
Total covered: 137 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $47,133 |
GUIDED CHOICE2 years Service code 26 · EIN 77-0514963 | Advisory (Participants) | $6,818 |
ADP BROKER-DEALER3+ 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 | $121,846 | $80,360+51.6% | $90,161+35.1% | $77,958+56.3% |
| Participation rate | 97.3% | 81.9%+15.3pp | 76.9%+20.4pp | 71.6%+25.6pp |
| Annual return | 16.74% | 24.56%-7.8pp | 34.89%-18.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $3,834 | $2,326+64.8% | $3,318+15.5% | $2,310+65.9% |
| Participant deferral / active EE | $7,709 | $5,829+32.2% | $5,287+45.8% | $3,537+118.0% |
| Admin fee / account holder | $10 | $64-84.1% | $5,943-99.8% | $97-89.6% |