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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,334 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,914 | $73,638+1.7% | $95,964-21.9% | $73,497+1.9% |
| Participation rate | 95.2% | 76.2%+19.0pp | 77.1%+18.1pp | 70.7%+24.5pp |
| Annual return | 12.49% | 16.78%-4.3pp | 91.64%-79.2pp | 28.51%-16.0pp |
| Employer contribution / active EE | $1,657 | $1,863-11.1% | $2,541-34.8% | $2,270-27.0% |
| Participant deferral / active EE | $5,786 | $3,617+60.0% | $4,167+38.9% | $3,740+54.7% |
| Admin fee / account holder | $22 | $482-95.5% | $6,797-99.7% | $513-95.8% |