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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,975 |
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 | $169,271 | $37,196+355.1% | $154,108+9.8% | $55,725+203.8% |
| Participation rate | 98.7% | 64.1%+34.6pp | 83.0%+15.7pp | 70.9%+27.9pp |
| Annual return | -3.94% | 1319.68%-1323.6pp | 735.21%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $7,640 | $1,614+373.3% | $5,298+44.2% | $2,078+267.6% |
| Participant deferral / active EE | $5,747 | $2,068+177.9% | $5,081+13.1% | $3,356+71.3% |
| Admin fee / account holder | $13 | $102-86.8% | $13,411-99.9% | $115-88.4% |