Filed November 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $45,312 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,794 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,389 | $74,024-50.8% | $78,002-53.3% | $57,658-36.9% |
| Participation rate | 45.2% | 79.7%-34.5pp | 75.5%-30.3pp | 70.2%-25.0pp |
| Annual return | 8.06% | 12.14%-4.1pp | 425.99%-417.9pp | 5.13%+2.9pp |
| Employer contribution / active EE | $708 | $2,365-70.1% | $2,470-71.3% | $1,974-64.1% |
| Participant deferral / active EE | $1,220 | $3,533-65.5% | $3,497-65.1% | $3,061-60.1% |
| Admin fee / account holder | $8 | $93-91.3% | $5,481-99.9% | $95-91.5% |