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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 | $101,672+80.1% | $147,117+24.5% | $74,478+145.9% |
| Participation rate | 84.6% | 75.5%+9.1pp | 82.2%+2.4pp | 67.2%+17.4pp |
| Annual return | 12.88% | 8757.83%-8744.9pp | 420.54%-407.7pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $5,666 | $3,813+48.6% | $4,932+14.9% | $2,626+115.7% |
| Participant deferral / active EE | $15,004 | $7,305+105.4% | $8,065+86.0% | $4,350+244.9% |
| Admin fee / account holder | $13 | $1,753-99.3% | $12,993-99.9% | $1,946-99.3% |