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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,061 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,847 | $84,940-15.4% | $111,306-35.5% | $79,389-9.5% |
| Participation rate | 96.6% | 75.9%+20.8pp | 77.3%+19.3pp | 70.7%+25.9pp |
| Annual return | 15.89% | 17.45%-1.6pp | 54.67%-38.8pp | 116.89%-101.0pp |
| Employer contribution / active EE | $2,720 | $1,979+37.4% | $2,732-0.4% | $2,428+12.0% |
| Participant deferral / active EE | $5,886 | $3,889+51.4% | $4,488+31.2% | $4,046+45.5% |
| Admin fee / account holder | $23 | $537-95.7% | $7,966-99.7% | $626-96.3% |