Filed December 31, 2018 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $45,680 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $45,220 |
ADP BROKER-DEALER10+ 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 | $80,671 | $43,496+85.5% | $161,489-50.0% | $64,340+25.4% |
| Participation rate | 94.4% | 53.5%+40.9pp | 78.7%+15.7pp | 55.2%+39.2pp |
| Annual return | 13.29% | 20.76%-7.5pp | 89.72%-76.4pp | 24.14%-10.9pp |
| Employer contribution / active EE | $7,189 | $1,431+402.5% | $4,268+68.4% | $1,862+286.2% |
| Participant deferral / active EE | $4,837 | $1,996+142.4% | $5,630-14.1% | $2,980+62.3% |
| Admin fee / account holder | $296 | $2,330-87.3% | $16,006-98.2% | $3,703-92.0% |