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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,930 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,767 | $101,591-12.6% | $147,096-39.7% | $74,429+19.3% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.4pp | 67.2%+30.3pp |
| Annual return | 16.64% | 8746.45%-8729.8pp | 419.75%-403.1pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $6,748 | $3,813+77.0% | $4,936+36.7% | $2,625+157.1% |
| Participant deferral / active EE | $18,282 | $7,302+150.4% | $8,071+126.5% | $4,348+320.4% |
| Admin fee / account holder | $24 | $1,750-98.6% | $13,005-99.8% | $1,944-98.8% |