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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,126 | $91,424+90.5% | $135,942+28.1% | $71,495+143.6% |
| Participation rate | 85.3% | 75.7%+9.7pp | 81.9%+3.4pp | 67.9%+17.4pp |
| Annual return | 16.96% | 29.90%-12.9pp | 68.28%-51.3pp | 28.85%-11.9pp |
| Employer contribution / active EE | $4,942 | $3,704+33.4% | $4,858+1.7% | $2,589+90.9% |
| Participant deferral / active EE | $13,130 | $7,092+85.1% | $7,759+69.2% | $4,291+206.0% |
| Admin fee / account holder | $8 | $1,266-99.4% | $10,764-99.9% | $1,588-99.5% |