Filed February 19, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $25,916 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,856 |
ADP BROKER-DEALER7+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,040 | $50,956-60.7% | $96,562-79.2% | $86,799-76.9% |
| Participation rate | 96.5% | 65.2%+31.3pp | 69.8%+26.7pp | 72.3%+24.2pp |
| Annual return | 19.54% | 21.27%-1.7pp | 37.78%-18.2pp | 97.91%-78.4pp |
| Employer contribution / active EE | $743 | $1,111-33.1% | $2,356-68.5% | $2,405-69.1% |
| Participant deferral / active EE | $2,646 | $2,954-10.4% | $3,849-31.3% | $4,131-36.0% |
| Admin fee / account holder | $104 | $166-37.3% | $6,181-98.3% | $170-38.6% |