Filed February 19, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,446 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $43,305 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,610 | $54,245-56.5% | $93,727-74.8% | $77,762-69.6% |
| Participation rate | 95.2% | 63.9%+31.2pp | 68.7%+26.4pp | 70.6%+24.6pp |
| Annual return | 13.82% | 30.58%-16.8pp | 133.83%-120.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $810 | $1,168-30.7% | $2,421-66.6% | $2,728-70.3% |
| Participant deferral / active EE | $3,456 | $3,144+9.9% | $4,417-21.8% | $4,651-25.7% |
| Admin fee / account holder | $134 | $575-76.8% | $8,292-98.4% | $433-69.1% |