Filed August 31, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,252 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,581 | $132,049-47.3% | $200,582-65.3% | $74,304-6.4% |
| Participation rate | 78.7% | 84.1%-5.4pp | 86.9%-8.2pp | 60.3%+18.3pp |
| Annual return | 17.00% | 22.22%-5.2pp | 42.33%-25.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,322 | $4,558-71.0% | $6,419-79.4% | $2,241-41.0% |
| Participant deferral / active EE | $6,361 | $7,213-11.8% | $9,331-31.8% | $3,767+68.8% |
| Admin fee / account holder | $36 | $2,405-98.5% | $16,305-99.8% | $2,969-98.8% |