Filed September 20, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 49 · EIN 26-4310632 5 CONCOURSE PARKWAY, STE 200 · ATLANTA, GA 30328 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $14,552 | $39,948-63.6% | $89,435-83.7% | $73,412-80.2% |
| Participation rate | 19.4% | 50.4%-31.0pp | 68.0%-48.6pp | 72.2%-52.8pp |
| Annual return | 15.20% | 50.12%-34.9pp | 245.55%-230.4pp | 59.30%-44.1pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,587-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,177 | $2,193-46.3% | $3,890-69.7% | $3,806-69.1% |
| Admin fee / account holder | $0 | $134-100.0% | $4,884-100.0% | $158-100.0% |