Filed June 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIBERTY GROUP LLC2+ years Filed as: LIBERTY GROUP, LLC Service code 49 900 NORTH SHORELINE BOULE · MOUNTAIN VIEW, CA 94043 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,174 | $42,546-17.3% | $71,796-51.0% | $55,167-36.2% |
| Participation rate | 38.7% | 59.1%-20.4pp | 69.1%-30.4pp | 69.0%-30.3pp |
| Annual return | 6.72% | 12.36%-5.6pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $687 | $803-14.5% | $1,924-64.3% | $1,963-65.0% |
| Participant deferral / active EE | $1,848 | $2,064-10.5% | $2,794-33.9% | $3,054-39.5% |
| Admin fee / account holder | $9 | $650-98.6% | $4,815-99.8% | $504-98.1% |