Filed February 19, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $19,872 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,675 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,068 | $42,546-81.0% | $71,796-88.8% | $55,167-85.4% |
| Participation rate | 94.9% | 59.1%+35.8pp | 69.1%+25.8pp | 69.0%+25.9pp |
| Annual return | 4.83% | 12.36%-7.5pp | 78.04%-73.2pp | 169.23%-164.4pp |
| Employer contribution / active EE | $521 | $803-35.1% | $1,924-72.9% | $1,963-73.4% |
| Participant deferral / active EE | $1,655 | $2,064-19.8% | $2,794-40.8% | $3,054-45.8% |
| Admin fee / account holder | $19 | $650-97.0% | $4,815-99.6% | $504-96.2% |