Filed October 30, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,064 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,849 | $102,385-59.1% | $147,080-71.5% | $80,935-48.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 31.65% | 135.09%-103.4pp | 420.17%-388.5pp | 35.66%-4.0pp |
| Employer contribution / active EE | $4,451 | $3,717+19.8% | $4,933-9.8% | $2,757+61.5% |
| Participant deferral / active EE | $11,181 | $6,651+68.1% | $8,066+38.6% | $4,299+160.1% |
| Admin fee / account holder | $167 | $7,951-97.9% | $12,989-98.7% | $6,924-97.6% |