Filed June 3, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,302 | $79,523-50.6% | $140,019-71.9% | $56,287-30.2% |
| Participation rate | 86.0% | 85.7%+0.3pp | 87.5%-1.5pp | 69.9%+16.1pp |
| Annual return | -7.30% | 2.39%-9.7pp | 651.15%-658.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $2,543 | $3,350-24.1% | $5,605-54.6% | $2,111+20.5% |
| Participant deferral / active EE | $3,047 | $5,129-40.6% | $6,927-56.0% | $3,350-9.0% |
| Admin fee / account holder | $681 | $614+10.9% | $10,705-93.6% | $521+30.8% |