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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $21,231 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,041 |
ADP BROKER-DEALER9 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 | $87,617 | $54,679+60.2% | $76,119+15.1% | $74,459+17.7% |
| Participation rate | 72.6% | 60.3%+12.2pp | 69.1%+3.5pp | 67.2%+5.3pp |
| Annual return | 11.50% | 31.90%-20.4pp | 361.25%-349.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,950 | $1,781+9.4% | $2,693-27.6% | $2,626-25.7% |
| Participant deferral / active EE | $4,327 | $3,072+40.8% | $4,259+1.6% | $4,350-0.5% |
| Admin fee / account holder | $204 | $2,238-90.9% | $6,421-96.8% | $1,945-89.5% |