Filed November 1, 2018
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 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,899 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 15 · EIN 47-1411118 | Recordkeeping | $6,381 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,563 | $98,766-75.1% | $149,730-83.6% | $79,852-69.2% |
| Participation rate | 78.8% | 75.8%+3.1pp | 82.5%-3.6pp | 69.6%+9.2pp |
| Annual return | 7.77% | 27.43%-19.7pp | 276.70%-268.9pp | 31.72%-23.9pp |
| Employer contribution / active EE | $2,036 | $3,217-36.7% | $4,645-56.2% | $2,471-17.6% |
| Participant deferral / active EE | $4,936 | $5,681-13.1% | $6,843-27.9% | $3,740+32.0% |
| Admin fee / account holder | $106 | $6,052-98.2% | $9,310-98.9% | $5,306-98.0% |