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 | $46,688+72.8% | $189,758-57.5% | $69,733+15.7% |
| Participation rate | 94.4% | 61.7%+32.7pp | 79.8%+14.6pp | 62.5%+32.0pp |
| Annual return | 13.29% | 14.35%-1.1pp | 52.62%-39.3pp | 15.22%-1.9pp |
| Employer contribution / active EE | $7,189 | $1,695+324.2% | $4,767+50.8% | $2,250+219.5% |
| Participant deferral / active EE | $4,837 | $2,143+125.8% | $5,856-17.4% | $3,054+58.4% |
| Admin fee / account holder | $296 | $1,700-82.6% | $20,388-98.5% | $3,102-90.5% |