Filed November 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $151,041 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,408 | $62,686-91.4% | $178,540-97.0% | $77,736-93.0% |
| Participation rate | 93.9% | 66.9%+27.0pp | 77.1%+16.8pp | 70.6%+23.3pp |
| Annual return | 12.06% | 16.16%-4.1pp | 27.15%-15.1pp | 31.26%-19.2pp |
| Employer contribution / active EE | $1,588 | $1,914-17.0% | $3,953-59.8% | $2,728-41.8% |
| Participant deferral / active EE | $2,922 | $4,224-30.8% | $6,281-53.5% | $4,651-37.2% |
| Admin fee / account holder | $184 | $386-52.2% | $10,424-98.2% | $433-57.4% |