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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,073 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,355 | $54,239-51.4% | $70,098-62.4% | $68,495-61.5% |
| Participation rate | 98.6% | 64.5%+34.0pp | 70.5%+28.1pp | 67.9%+30.7pp |
| Annual return | -15.02% | -13.87%-1.2pp | 190.76%-205.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,550 | $2,019+125.4% | $2,560+77.7% | $2,596+75.2% |
| Participant deferral / active EE | $3,012 | $2,957+1.9% | $3,849-21.8% | $4,028-25.2% |
| Admin fee / account holder | $72 | $4,691-98.5% | $6,266-98.8% | $5,403-98.7% |