Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $89,227 |
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 | $13,467 | $95,417-85.9% | $135,974-90.1% | $74,460-81.9% |
| Participation rate | 88.7% | 78.2%+10.4pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 30.15% | 32.76%-2.6pp | 68.30%-38.2pp | 34.38%-4.2pp |
| Employer contribution / active EE | $388 | $3,878-90.0% | $4,859-92.0% | $2,638-85.3% |
| Participant deferral / active EE | $6,898 | $7,789-11.4% | $7,760-11.1% | $4,530+52.3% |
| Admin fee / account holder | $115 | $266-57.0% | $10,767-98.9% | $348-67.1% |