Filed June 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
EDWARD JONES1 year Service code 49 23680 THREE NOTCH RD · HOLLYWOOD, MD 20636 | Other Services | $0 |
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 | $60,563 | $75,183-19.4% | $123,894-51.1% | $55,167+9.8% |
| Participation rate | 94.2% | 72.8%+21.4pp | 81.4%+12.8pp | 69.0%+25.2pp |
| Annual return | 17.14% | 19.01%-1.9pp | 47.52%-30.4pp | 169.23%-152.1pp |
| Employer contribution / active EE | $4,447 | $2,823+57.5% | $4,617-3.7% | $1,963+126.6% |
| Participant deferral / active EE | $7,255 | $5,084+42.7% | $5,984+21.2% | $3,054+137.6% |
| Admin fee / account holder | $9 | $663-98.7% | $8,357-99.9% | $504-98.3% |