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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,691 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,130 | $101,591+80.3% | $147,096+24.5% | $74,429+146.0% |
| Participation rate | 84.6% | 75.5%+9.1pp | 82.2%+2.4pp | 67.2%+17.4pp |
| Annual return | 12.88% | 8746.45%-8733.6pp | 419.75%-406.9pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $5,666 | $3,813+48.6% | $4,936+14.8% | $2,625+115.9% |
| Participant deferral / active EE | $15,004 | $7,302+105.5% | $8,071+85.9% | $4,348+245.0% |
| Admin fee / account holder | $13 | $1,750-99.3% | $13,005-99.9% | $1,944-99.3% |