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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,007 | $76,112+2.5% | $96,544-19.2% | $71,529+9.1% |
| Participation rate | 94.8% | 74.4%+20.4pp | 76.0%+18.8pp | 67.9%+26.8pp |
| Annual return | 16.79% | 22.80%-6.0pp | 25.88%-9.1pp | 28.97%-12.2pp |
| Employer contribution / active EE | $2,697 | $2,248+20.0% | $2,966-9.1% | $2,590+4.1% |
| Participant deferral / active EE | $6,640 | $4,217+57.5% | $4,851+36.9% | $4,291+54.7% |
| Admin fee / account holder | $35 | $2,708-98.7% | $8,254-99.6% | $1,588-97.8% |