Filed April 2, 2018 (most recent of 3 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $53,593 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,621 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,377 | $111,608+6.1% | $177,848-33.4% | $73,412+61.2% |
| Participation rate | 98.9% | 87.9%+11.1pp | 87.7%+11.2pp | 72.2%+26.8pp |
| Annual return | 17.44% | 18.23%-0.8pp | 48.33%-30.9pp | 59.30%-41.9pp |
| Employer contribution / active EE | $6,249 | $3,796+64.6% | $5,919+5.6% | $2,234+179.8% |
| Participant deferral / active EE | $5,714 | $6,199-7.8% | $7,714-25.9% | $3,806+50.1% |
| Admin fee / account holder | $73 | $166-56.0% | $12,431-99.4% | $158-53.9% |