Filed December 31, 2018 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $34,410 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,878 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,540 | $61,166-4.3% | $185,849-68.5% | $79,391-26.3% |
| Participation rate | 94.6% | 66.6%+27.9pp | 81.7%+12.9pp | 70.7%+23.9pp |
| Annual return | 27.60% | 19.45%+8.2pp | 122.10%-94.5pp | 116.88%-89.3pp |
| Employer contribution / active EE | $3,887 | $2,321+67.5% | $5,169-24.8% | $2,428+60.1% |
| Participant deferral / active EE | $3,866 | $2,789+38.6% | $5,569-30.6% | $4,046-4.4% |
| Admin fee / account holder | $202 | $710-71.6% | $16,244-98.8% | $627-67.8% |