Filed November 12, 2020
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $73,153 |
RSM US LLP5 years Filed as: MCGLADREY & PULLEN Service code 15 · EIN 42-0714325 | Recordkeeping | $28,100 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $427,806 | $73,532+481.8% | $178,540+139.6% | $74,459+474.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.33% | 17.51%-3.2pp | 27.15%-12.8pp | 1369.70%-1355.4pp |
| Employer contribution / active EE | $26,422 | $2,221+1089.6% | $3,953+568.4% | $2,626+906.2% |
| Participant deferral / active EE | $36,063 | $4,519+698.1% | $6,281+474.2% | $4,350+729.1% |
| Admin fee / account holder | $359 | $1,813-80.2% | $10,424-96.6% | $1,945-81.5% |