Filed January 19, 2021
Total covered: 18 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,640 |
ADP BROKER-DEALER3+ 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.
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 | $23,326 | $52,639-55.7% | $185,117-87.4% | $62,293-62.6% |
| Participation rate | 32.6% | 63.9%-31.2pp | 77.3%-44.6pp | 69.5%-36.9pp |
| Annual return | 18.89% | 19.57%-0.7pp | 40.50%-21.6pp | 28.90%-10.0pp |
| Employer contribution / active EE | $499 | $1,483-66.3% | $4,182-88.1% | $2,042-75.5% |
| Participant deferral / active EE | $841 | $3,097-72.9% | $5,045-83.3% | $3,169-73.5% |
| Admin fee / account holder | $15 | $374-96.0% | $8,159-99.8% | $479-96.9% |