Filed April 2, 2018 (most recent of 3 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,689 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $39,369 |
ADP BROKER-DEALER8+ 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 | $116,434 | $86,897+34.0% | $151,645-23.2% | $64,824+79.6% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.5%+11.5pp | 71.5%+27.5pp |
| Annual return | -15.05% | -3.57%-11.5pp | 3.34%-18.4pp | 32.84%-47.9pp |
| Employer contribution / active EE | $6,367 | $4,010+58.8% | $6,165+3.3% | $2,507+154.0% |
| Participant deferral / active EE | $6,043 | $6,690-9.7% | $8,363-27.7% | $4,311+40.2% |
| Admin fee / account holder | $191 | $153+24.7% | $11,614-98.4% | $188+1.6% |