Filed August 13, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $99,010 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $75,678 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $11,494 | $31,424-63.4% | $81,473-85.9% | $69,631-83.5% |
| Participation rate | 73.5% | 50.8%+22.6pp | 68.0%+5.5pp | 70.7%+2.8pp |
| Annual return | 21.01% | 22.44%-1.4pp | 38.78%-17.8pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $1,282 | $1,029+24.6% | $2,568-50.1% | $2,032-36.9% |
| Participant deferral / active EE | $3,156 | $1,838+71.7% | $3,537-10.8% | $3,224-2.1% |
| Admin fee / account holder | $91 | $103-11.1% | $4,561-98.0% | $110-17.4% |