Filed September 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $29,355 |
401K ADVISORS INC4+ years Service code 15 · EIN 33-0905143 | Recordkeeping | $15,000 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,896 | $45,382-84.8% | $154,111-95.5% | $75,289-90.8% |
| Participation rate | 76.9% | 65.9%+11.0pp | 83.0%-6.1pp | 72.4%+4.5pp |
| Annual return | -8.50% | -0.47%-8.0pp | 735.18%-743.7pp | -0.04%-8.5pp |
| Employer contribution / active EE | $386 | $1,533-74.8% | $5,298-92.7% | $2,405-84.0% |
| Participant deferral / active EE | $1,335 | $2,384-44.0% | $5,081-73.7% | $3,739-64.3% |
| Admin fee / account holder | $18 | $89-79.6% | $13,411-99.9% | $102-82.2% |