Filed June 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,748 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 43-1685158 | Recordkeeping | $21,250 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,369 | $82,202-10.7% | $125,339-41.5% | $64,808+13.2% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -14.29% | 3.48%-17.8pp | 572.05%-586.3pp | 32.82%-47.1pp |
| Employer contribution / active EE | $3,164 | $3,615-12.5% | $4,814-34.3% | $2,506+26.3% |
| Participant deferral / active EE | $10,577 | $7,175+47.4% | $7,446+42.0% | $4,310+145.4% |
| Admin fee / account holder | $140 | $163-14.2% | $10,010-98.6% | $188-25.4% |