Filed May 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,479 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $33,299 | $79,867-58.3% | $120,344-72.3% | $64,340-48.2% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 781.03% | 21.10%+759.9pp | 20.30%+760.7pp | 24.14%+756.9pp |
| Employer contribution / active EE | $3,495 | $1,925+81.6% | $3,020+15.7% | $1,862+87.7% |
| Participant deferral / active EE | $5,804 | $3,593+61.5% | $5,135+13.0% | $2,980+94.7% |
| Admin fee / account holder | $182 | $5,039-96.4% | $12,742-98.6% | $3,703-95.1% |