Filed December 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,577 |
ADP BROKER-DEALER1 year 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 | $20,817 | $65,092-68.0% | $143,799-85.5% | $66,938-68.9% |
| Participation rate | 94.0% | 65.2%+28.8pp | 80.3%+13.7pp | 69.8%+24.2pp |
| Annual return | -16.60% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $1,525 | $2,362-35.4% | $4,952-69.2% | $2,545-40.1% |
| Participant deferral / active EE | $2,598 | $2,920-11.0% | $5,638-53.9% | $4,238-38.7% |
| Admin fee / account holder | $53 | $502-89.4% | $14,677-99.6% | $594-91.0% |