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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $27,465 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,670 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,554 | $76,112+8.5% | $96,544-14.5% | $71,529+15.4% |
| Participation rate | 94.3% | 74.4%+19.9pp | 76.0%+18.4pp | 67.9%+26.4pp |
| Annual return | 14.72% | 22.80%-8.1pp | 25.88%-11.2pp | 28.97%-14.3pp |
| Employer contribution / active EE | $1,688 | $2,248-24.9% | $2,966-43.1% | $2,590-34.8% |
| Participant deferral / active EE | $4,048 | $4,217-4.0% | $4,851-16.6% | $4,291-5.7% |
| Admin fee / account holder | $201 | $2,708-92.6% | $8,254-97.6% | $1,588-87.3% |