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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,926 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,617 | $55,453+21.9% | $170,435-60.3% | $62,293+8.5% |
| Participation rate | 81.2% | 66.4%+14.8pp | 83.6%-2.4pp | 69.5%+11.7pp |
| Annual return | 13.12% | 21.38%-8.3pp | 205.94%-192.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $4,056 | $2,164+87.4% | $5,432-25.3% | $2,042+98.6% |
| Participant deferral / active EE | $9,080 | $2,303+294.3% | $4,939+83.8% | $3,169+186.5% |
| Admin fee / account holder | $20 | $455-95.7% | $13,881-99.9% | $479-95.9% |