Filed December 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $77,622 |
RBC GLOBAL ASSET MANAGEMENT2 years Filed as: RBC Service code 15 · EIN 41-1416330 | Recordkeeping | $43,899 |
ADP BROKER-DEALER9+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,492 | $95,369-64.9% | $135,942-75.4% | $74,440-55.0% |
| Participation rate | 86.8% | 78.2%+8.6pp | 81.9%+4.9pp | 70.7%+16.1pp |
| Annual return | 19.77% | 32.72%-12.9pp | 68.28%-48.5pp | 34.37%-14.6pp |
| Employer contribution / active EE | $809 | $3,878-79.1% | $4,858-83.3% | $2,638-69.3% |
| Participant deferral / active EE | $7,255 | $7,788-6.8% | $7,759-6.5% | $4,529+60.2% |
| Admin fee / account holder | $197 | $266-25.9% | $10,764-98.2% | $348-43.3% |