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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $760 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,057 | $84,493+76.4% | $125,381+18.9% | $66,938+122.7% |
| Participation rate | 82.7% | 76.4%+6.3pp | 82.4%+0.3pp | 69.8%+12.9pp |
| Annual return | -15.51% | -8.49%-7.0pp | 572.31%-587.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,532 | $3,554+27.5% | $4,815-5.9% | $2,545+78.1% |
| Participant deferral / active EE | $12,106 | $6,783+78.5% | $7,448+62.5% | $4,238+185.6% |
| Admin fee / account holder | $6 | $685-99.1% | $10,007-99.9% | $594-98.9% |