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 | $43,749+84.4% | $158,223-49.0% | $65,306+23.5% |
| Participation rate | 94.4% | 56.9%+37.6pp | 79.2%+15.2pp | 57.7%+36.8pp |
| Annual return | 13.29% | 19.41%-6.1pp | 52.09%-38.8pp | 21.94%-8.7pp |
| Employer contribution / active EE | $7,189 | $1,497+380.1% | $4,109+75.0% | $1,967+265.4% |
| Participant deferral / active EE | $4,837 | $2,019+139.6% | $5,467-11.5% | $2,959+63.5% |
| Admin fee / account holder | $296 | $1,930-84.7% | $16,047-98.2% | $3,480-91.5% |