Filed December 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $27,477 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,222 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,805 | $91,536+45.1% | $130,062+2.1% | $75,177+76.7% |
| Participation rate | 94.6% | 71.5%+23.2pp | 78.5%+16.1pp | 67.2%+27.4pp |
| Annual return | 25.95% | -631.62%+657.6pp | -137.37%+163.3pp | 160.75%-134.8pp |
| Employer contribution / active EE | $4,176 | $2,845+46.8% | $4,322-3.4% | $2,671+56.3% |
| Participant deferral / active EE | $9,978 | $4,343+129.7% | $5,821+71.4% | $4,126+141.8% |
| Admin fee / account holder | $323 | $6,780-95.2% | $10,601-97.0% | $5,651-94.3% |