Filed August 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participant contribution per participant 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $484 | $155,795-99.7% | $136,297-99.6% | $69,631-99.3% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.5pp | 70.7%+11.8pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5156.19%-5156.2pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $420 | $5,394-92.2% | $6,247-93.3% | $3,224-87.0% |
| Admin fee / account holder | $0 | $128-99.8% | $9,244-100.0% | $110-99.8% |