Filed December 22, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,195 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,978 | $122,063-36.9% | $184,256-58.2% | $74,478+3.4% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.9pp | 67.2%+31.5pp |
| Annual return | 0.00% | 19.92%-19.9pp | 28.85%-28.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $1,303 | $4,539-71.3% | $6,427-79.7% | $2,626-50.4% |
| Participant deferral / active EE | $3,560 | $7,144-50.2% | $9,133-61.0% | $4,350-18.2% |
| Admin fee / account holder | $75 | $1,253-94.0% | $13,899-99.5% | $1,946-96.1% |