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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,785 |
ADP BROKER-DEALER3 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 | $84,812 | $102,429-17.2% | $147,096-42.3% | $80,925+4.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.29% | 135.02%-117.7pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $15,676 | $3,716+321.9% | $4,936+217.6% | $2,756+468.7% |
| Participant deferral / active EE | $39,404 | $6,649+492.7% | $8,071+388.2% | $4,299+816.7% |
| Admin fee / account holder | $22 | $7,957-99.7% | $13,005-99.8% | $6,940-99.7% |