Filed June 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $875 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LIBERTY GROUP LLC2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $38,043 | $42,548-10.6% | $74,551-49.0% | $56,289-32.4% |
| Participation rate | 44.4% | 60.5%-16.1pp | 69.1%-24.8pp | 69.9%-25.5pp |
| Annual return | -7.65% | 12.40%-20.0pp | 32.53%-40.2pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,044 | $855+22.1% | $1,961-46.8% | $2,111-50.6% |
| Participant deferral / active EE | $2,381 | $2,277+4.6% | $3,108-23.4% | $3,350-28.9% |
| Admin fee / account holder | $5 | $467-98.9% | $5,059-99.9% | $521-99.0% |