Filed July 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,559 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,050 | $84,940+48.4% | $111,306+13.2% | $79,389+58.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 11.77% | 17.45%-5.7pp | 54.67%-42.9pp | 116.89%-105.1pp |
| Employer contribution / active EE | $4,274 | $1,979+115.9% | $2,732+56.4% | $2,428+76.0% |
| Participant deferral / active EE | $6,715 | $3,889+72.7% | $4,488+49.6% | $4,046+66.0% |
| Admin fee / account holder | $247 | $537-54.0% | $7,966-96.9% | $626-60.6% |