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MyPlanIQ Automatic Data Processing, Inc. 401(k) Plan

Automatic Data Processing, Inc. 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2010 Fund
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Pyramis Select International Plus – Commingled Pool
US EQUITY
LARGE BLEND VFINX Northern Trust S&P 500 Index Fund
LARGE GROWTH MCGIX Montag & Caldwell Large Cap Growth Fund
SMALL VALUE ASVIX American Century Small Cap Value Fund
FIXED INCOME
Intermediate-Term Bond VBIMX Seix Intermediate Bond Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2010 Fund
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020
Retirement Income JSRAX JPMorgan SmartRetirement Income Fund
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015
ROOT CASH Goldman Sachs Financial Square Government Fund (Money Market)
ROOT ADP ADP Stock
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Pyramis Select International Plus – Commingled Pool
US EQUITY
LARGE BLEND VFINX Northern Trust S&P 500 Index Fund
LARGE GROWTH MCGIX Montag & Caldwell Large Cap Growth Fund
SMALL VALUE ASVIX American Century Small Cap Value Fund
Small Growth NSPIX ING Small Cap Growth Equity Fund
LARGE VALUE CDVIX Columbia Dividend Value Fund
FIXED INCOME
Intermediate-Term Bond VBIMX Seix Intermediate Bond Fund
Total Available Funds: 15
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2021-2025 JNSIX JPMorgan SmartRetirement 2010 Fund 81% 3 60 0 0.63% 7.5%
Target Date 2026-2030 JSMIX JPMorgan SmartRetirement 2030 79% 3 60 0 0.64% 6.21%
Target Date 2036-2040 SMTIX JPMorgan SmartRetirement 2040 74% 3 60 0 0.67% 6.22%
Target Date 2016-2020 JTTIX JPMorgan SmartRetirement 2020 74% 3 60 0 0.62% 5.82%
Retirement Income JSRAX JPMorgan SmartRetirement Income Fund 41% 3 60 0 0.86% 4.88%
Target Date 2011-2015 JSFIX JPMorgan SmartRetirement 2015 0% 3 60 0 0.66% 1.68%
ROOT CASH Goldman Sachs Financial Square Government Fund (Money Market) 0% 0 60 0 NA 2.53%
ROOT ADP ADP Stock 0% 0 60 0 NA 2%
INTERNATIONAL EQUITY
Foreign Large Blend ACWX Pyramis Select International Plus – Commingled Pool 98% 3 60 0 0.34% 3.18%
US EQUITY
LARGE BLEND VFINX Northern Trust S&P 500 Index Fund 97% 1 60 0 0.14% 1.19%
LARGE GROWTH MCGIX Montag & Caldwell Large Cap Growth Fund 94% 3 60 0 0.73% 33.3%
SMALL VALUE ASVIX American Century Small Cap Value Fund 89% 3 60 0 1.34% 13.07%
Small Growth NSPIX ING Small Cap Growth Equity Fund 0% 3 60 0 0.98% 13.8%
LARGE VALUE CDVIX Columbia Dividend Value Fund 0% 3 60 0 0.64% 8.34%
FIXED INCOME
Intermediate-Term Bond VBIMX Seix Intermediate Bond Fund 92% 3 60 0 0.07% 4.25%
Average Expense Ratio: 0.64%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.0% 7.4% 0.6% 3.7% 4.4% 5.3%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 7.0% 7.3% 10.6%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 15 funds. It covers 3 major asset classes and 14 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity and Fixed Income.
ADP Stock Fund
American Century Small Cap Value Fund
Columbia Dividend Value Fund
Goldman Sachs Financial Square Government Fund
ING Small Cap Growth Equity Fund
JPMorgan SmartRetirement Income Fund
JPMorgan SmartRetirement 2010 Fund
JPMorgan SmartRetirement 2015 Fund
JPMorgan SmartRetirement 2020 Fund
JPMorgan SmartRetirement 2030 Fund
JPMorgan SmartRetirement 2040 Fund
Montag & Caldwell Large Cap Growth Fund
Northern Trust S&P 500 Index Fund
Pyramis Select International Plus – Commingled Pool
Seix Intermediate Bond Fund


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