Filed April 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,770 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,773 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 59 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,368 | $46,966-71.5% | $185,117-92.8% | $69,631-80.8% |
| Participation rate | 82.3% | 65.3%+17.0pp | 77.3%+5.0pp | 70.7%+11.6pp |
| Annual return | 18.67% | 22.36%-3.7pp | 40.50%-21.8pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,262 | $3,017+8.1% | $5,045-35.3% | $3,224+1.2% |
| Admin fee / account holder | $66 | $94-29.7% | $8,159-99.2% | $110-40.3% |