Filed February 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,240 |
Service code 15 · EIN 82-5320133 | Recordkeeping | $12,937 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,692 | $58,895-64.9% | $178,503-88.4% | $73,497-71.8% |
| Participation rate | 82.2% | 66.2%+16.0pp | 81.9%+0.3pp | 70.7%+11.5pp |
| Annual return | 11.51% | 24.86%-13.4pp | 151.12%-139.6pp | 28.51%-17.0pp |
| Employer contribution / active EE | $3,122 | $2,236+39.6% | $5,011-37.7% | $2,270+37.5% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $137 | $400-65.8% | $13,987-99.0% | $513-73.3% |