Filed February 2, 2006 (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+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,896 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,753 | $73,149-42.9% | $120,580-65.4% | $77,762-46.3% |
| Participation rate | 42.8% | 55.2%-12.4pp | 72.0%-29.1pp | 70.6%-27.8pp |
| Annual return | 11.07% | 18.24%-7.2pp | 107.48%-96.4pp | 31.27%-20.2pp |
| Employer contribution / active EE | $0 | $1,793-100.0% | $3,469-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,965 | $3,006-34.6% | $4,995-60.7% | $4,651-57.8% |
| Admin fee / account holder | $221 | $660-66.5% | $9,418-97.7% | $433-48.9% |