Filed February 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $116,688 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,208 | $2,687,218-99.1% | $164,975-84.7% | $199,921-87.4% |
| Participation rate | 93.6% | 78.3%+15.3pp | 78.6%+15.0pp | 72.0%+21.6pp |
| Annual return | 12.75% | 17.94%-5.2pp | 70.12%-57.4pp | 34.28%-21.5pp |
| Employer contribution / active EE | $1,071 | $2,958-63.8% | $4,343-75.3% | $3,035-64.7% |
| Participant deferral / active EE | $2,985 | $5,002-40.3% | $6,033-50.5% | $5,089-41.3% |
| Admin fee / account holder | $79 | $1,988-96.0% | $12,688-99.4% | $269-70.7% |