Filed June 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,407 |
ADP BROKER-DEALER3 years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 43-1685158 | Recordkeeping | $30,000 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,530 | $95,417-4.1% | $135,974-32.7% | $74,460+22.9% |
| Participation rate | 96.4% | 78.2%+18.2pp | 81.9%+14.5pp | 70.7%+25.6pp |
| Annual return | 19.44% | 32.76%-13.3pp | 68.30%-48.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $3,063 | $3,878-21.0% | $4,859-37.0% | $2,638+16.1% |
| Participant deferral / active EE | $10,616 | $7,789+36.3% | $7,760+36.8% | $4,530+134.4% |
| Admin fee / account holder | $168 | $266-37.0% | $10,767-98.4% | $348-51.8% |