Filed February 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,143 |
ADP BROKER-DEALER1+ years Service code 63 · EIN 22-3319984 | 12b-1 Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,152 | $93,131+76.3% | $106,548+54.1% | $86,799+89.1% |
| Participation rate | 92.7% | 81.4%+11.3pp | 76.1%+16.6pp | 72.3%+20.5pp |
| Annual return | 0.00% | 19.45%-19.5pp | 26.80%-26.8pp | 97.91%-97.9pp |
| Employer contribution / active EE | $4,567 | $2,895+57.7% | $2,819+62.0% | $2,405+89.9% |
| Participant deferral / active EE | $4,951 | $4,708+5.2% | $4,398+12.6% | $4,131+19.9% |
| Admin fee / account holder | $58 | $145-59.9% | $7,407-99.2% | $170-65.7% |