Filed January 1, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,260 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $132,825 | $89,372+48.6% | $141,200-5.9% | $72,977+82.0% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 26.94% | 111.88%-84.9pp | 71.41%-44.5pp | 81.02%-54.1pp |
| Employer contribution / active EE | $10,749 | $3,115+245.1% | $4,736+126.9% | $2,440+340.5% |
| Participant deferral / active EE | $14,273 | $5,419+163.4% | $6,710+112.7% | $3,608+295.6% |
| Admin fee / account holder | $18 | $5,957-99.7% | $10,265-99.8% | $5,124-99.7% |