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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,449 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,882 | $65,437-10.0% | $86,698-32.1% | $66,949-12.0% |
| Participation rate | 95.9% | 75.5%+20.5pp | 76.6%+19.4pp | 69.8%+26.1pp |
| Annual return | -14.90% | -10.91%-4.0pp | 35.96%-50.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $2,778 | $2,154+29.0% | $2,837-2.1% | $2,545+9.1% |
| Participant deferral / active EE | $6,426 | $4,102+56.7% | $4,656+38.0% | $4,239+51.6% |
| Admin fee / account holder | $24 | $642-96.2% | $7,492-99.7% | $594-95.9% |