Filed July 7, 2021
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $42,263 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 15 · EIN 36-4291971 | Recordkeeping | $22,872 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,469 | $61,338-40.5% | $149,717-75.6% | $71,495-49.0% |
| Participation rate | 99.6% | 62.5%+37.1pp | 78.8%+20.8pp | 67.9%+31.6pp |
| Annual return | 18.44% | 35.86%-17.4pp | 134.41%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $3,172 | $2,381+33.2% | $4,820-34.2% | $2,589+22.5% |
| Participant deferral / active EE | $4,806 | $2,919+64.6% | $5,682-15.4% | $4,291+12.0% |
| Admin fee / account holder | $176 | $1,263-86.1% | $13,213-98.7% | $1,588-88.9% |