Filed January 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,430 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,417 | $101,672-68.1% | $147,117-78.0% | $74,478-56.5% |
| Participation rate | 63.2% | 75.5%-12.3pp | 82.2%-18.9pp | 67.2%-4.0pp |
| Annual return | 14.54% | 8757.83%-8743.3pp | 420.54%-406.0pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,859 | $7,305+35.0% | $8,065+22.2% | $4,350+126.6% |
| Admin fee / account holder | $12 | $1,753-99.3% | $12,993-99.9% | $1,946-99.4% |