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 | $27,831 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,695 |
ADP BROKER-DEALER4+ 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).
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 | $8,554 | $35,485-75.9% | $74,551-88.5% | $55,725-84.6% |
| Participation rate | 92.2% | 62.5%+29.7pp | 69.1%+23.1pp | 70.9%+21.4pp |
| Annual return | -9.53% | 0.72%-10.3pp | 32.53%-42.1pp | 244.93%-254.5pp |
| Employer contribution / active EE | $591 | $777-24.0% | $1,961-69.9% | $2,078-71.6% |
| Participant deferral / active EE | $2,068 | $2,181-5.2% | $3,108-33.5% | $3,356-38.4% |
| Admin fee / account holder | $15 | $114-87.3% | $5,059-99.7% | $115-87.4% |