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 | $2,703,213-99.1% | $165,100-84.7% | $200,096-87.4% |
| Participation rate | 93.6% | 78.4%+15.2pp | 78.6%+15.0pp | 72.0%+21.6pp |
| Annual return | 12.75% | 17.97%-5.2pp | 70.21%-57.5pp | 34.26%-21.5pp |
| Employer contribution / active EE | $1,071 | $2,973-64.0% | $4,348-75.4% | $3,038-64.7% |
| Participant deferral / active EE | $2,985 | $5,021-40.6% | $6,035-50.5% | $5,090-41.4% |
| Admin fee / account holder | $79 | $1,999-96.1% | $12,696-99.4% | $269-70.7% |