Filed February 19, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,622 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $28,550 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,003 | $42,367-59.9% | $79,583-78.6% | $64,824-73.8% |
| Participation rate | 96.4% | 64.7%+31.6pp | 69.5%+26.9pp | 71.5%+24.9pp |
| Annual return | -16.33% | -12.24%-4.1pp | 0.16%-16.5pp | 32.84%-49.2pp |
| Employer contribution / active EE | $819 | $1,181-30.7% | $2,414-66.1% | $2,507-67.3% |
| Participant deferral / active EE | $3,240 | $3,168+2.3% | $3,986-18.7% | $4,311-24.8% |
| Admin fee / account holder | $107 | $160-33.1% | $6,835-98.4% | $188-43.2% |