Filed June 3, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,208 |
ADP BROKER-DEALER1 year Filed as: ADP STRATEGIC PLAN SERVICES Service code 28 · EIN 81-4734347 | Investment Management | $8,077 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,394 | $132,049-38.4% | $200,582-59.4% | $74,304+9.5% |
| Participation rate | 83.3% | 84.1%-0.7pp | 86.9%-3.6pp | 60.3%+23.0pp |
| Annual return | 16.89% | 22.22%-5.3pp | 42.33%-25.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $3,486 | $4,558-23.5% | $6,419-45.7% | $2,241+55.5% |
| Participant deferral / active EE | $4,671 | $7,213-35.2% | $9,331-49.9% | $3,767+24.0% |
| Admin fee / account holder | $242 | $2,405-89.9% | $16,305-98.5% | $2,969-91.8% |