Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $92,073 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,059 | $106,110-83.9% | $147,005-88.4% | $77,671-78.0% |
| Participation rate | 89.6% | 78.4%+11.2pp | 82.2%+7.4pp | 70.6%+19.0pp |
| Annual return | 15.55% | 56.77%-41.2pp | 418.76%-403.2pp | 31.21%-15.7pp |
| Employer contribution / active EE | $458 | $4,065-88.7% | $4,934-90.7% | $2,726-83.2% |
| Participant deferral / active EE | $8,073 | $7,992+1.0% | $8,0700% | $4,648+73.7% |
| Admin fee / account holder | $120 | $338-64.4% | $13,006-99.1% | $430-72.0% |