Filed January 19, 2021
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,000 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES Service code 49 601 W MAIN SUITE 810 · SPOKANE, WA 99201 | 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.
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 | $20,230 | $50,898-60.3% | $171,082-88.2% | $55,167-63.3% |
| Participation rate | 35.1% | 63.3%-28.2pp | 76.7%-41.6pp | 69.0%-33.9pp |
| Annual return | 8.14% | 15.34%-7.2pp | 32.56%-24.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $489 | $1,433-65.9% | $4,002-87.8% | $1,963-75.1% |
| Participant deferral / active EE | $790 | $2,994-73.6% | $4,797-83.5% | $3,054-74.1% |
| Admin fee / account holder | $9 | $500-98.1% | $8,520-99.9% | $504-98.2% |