Filed August 30, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,180 |
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.
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 | $15,702 | $47,848-67.2% | $81,473-80.7% | $70,126-77.6% |
| Participation rate | 38.8% | 58.3%-19.5pp | 68.0%-29.2pp | 69.5%-30.8pp |
| Annual return | 33.57% | 27.25%+6.3pp | 38.78%-5.2pp | 73.15%-39.6pp |
| Employer contribution / active EE | $1,703 | $1,527+11.5% | $2,568-33.7% | $2,343-27.3% |
| Participant deferral / active EE | $2,270 | $2,453-7.5% | $3,537-35.8% | $3,332-31.9% |
| Admin fee / account holder | $31 | $3,145-99.0% | $4,561-99.3% | $4,645-99.3% |