Filed December 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $81,002 |
RBC WEALTH MANAGEMENT5 years Service code 15 · EIN 41-1416330 | Recordkeeping | $30,443 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,830 | $100,801-83.3% | $149,730-88.8% | $73,412-77.1% |
| Participation rate | 91.8% | 77.7%+14.1pp | 82.5%+9.3pp | 72.2%+19.6pp |
| Annual return | 17.90% | 265.34%-247.4pp | 276.70%-258.8pp | 59.30%-41.4pp |
| Employer contribution / active EE | $689 | $3,312-79.2% | $4,645-85.2% | $2,234-69.1% |
| Participant deferral / active EE | $5,487 | $6,404-14.3% | $6,843-19.8% | $3,806+44.2% |
| Admin fee / account holder | $125 | $181-30.8% | $9,310-98.7% | $158-20.7% |