Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $71,073 |
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 | $9,438 | $82,188-88.5% | $125,391-92.5% | $64,824-85.4% |
| Participation rate | 87.9% | 77.9%+10.0pp | 82.4%+5.5pp | 71.5%+16.4pp |
| Annual return | -2.81% | 3.50%-6.3pp | 572.41%-575.2pp | 32.84%-35.7pp |
| Employer contribution / active EE | $283 | $3,617-92.2% | $4,816-94.1% | $2,507-88.7% |
| Participant deferral / active EE | $6,255 | $7,177-12.8% | $7,448-16.0% | $4,311+45.1% |
| Admin fee / account holder | $86 | $163-47.0% | $10,009-99.1% | $188-54.0% |