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 | $45,343+77.9% | $150,298-46.3% | $67,986+18.7% |
| Participation rate | 94.4% | 51.9%+42.6pp | 77.8%+16.7pp | 57.2%+37.2pp |
| Annual return | 13.29% | 33.28%-20.0pp | 62.79%-49.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $7,189 | $1,462+391.8% | $4,154+73.1% | $2,019+256.1% |
| Participant deferral / active EE | $4,837 | $2,055+135.4% | $5,453-11.3% | $3,358+44.0% |
| Admin fee / account holder | $296 | $2,250-86.8% | $14,116-97.9% | $3,203-90.8% |