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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $49,104 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $28,958 |
ADP BROKER-DEALER9+ 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 | $73,862 | $55,437+33.2% | $155,534-52.5% | $74,459-0.8% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 16.66% | 269.58%-252.9pp | 64.92%-48.3pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $7,895 | $2,266+248.4% | $4,675+68.9% | $2,626+200.7% |
| Participant deferral / active EE | $5,242 | $2,837+84.7% | $5,630-6.9% | $4,350+20.5% |
| Admin fee / account holder | $262 | $1,742-85.0% | $15,900-98.4% | $1,945-86.5% |