Filed September 25, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,325 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,583 | $31,370+42.1% | $74,577-40.2% | $63,975-30.3% |
| Participation rate | 6.9% | 42.6%-35.7pp | 68.1%-61.2pp | 71.1%-64.2pp |
| Annual return | 8.88% | -105.16%+114.0pp | 20.47%-11.6pp | 48.65%-39.8pp |
| Employer contribution / active EE | $152 | $822-81.6% | $2,525-94.0% | $2,182-93.1% |
| Participant deferral / active EE | $639 | $1,560-59.0% | $3,458-81.5% | $3,356-81.0% |
| Admin fee / account holder | $10 | $77-87.0% | $4,138-99.8% | $70-85.9% |