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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,714 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,387 | $106,864+15.5% | $147,318-16.2% | $82,637+49.3% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.1%+13.1pp | 68.1%+27.1pp |
| Annual return | 18.31% | 27.49%-9.2pp | 70.43%-52.1pp | 53.51%-35.2pp |
| Employer contribution / active EE | $220 | $3,417-93.6% | $4,593-95.2% | $2,552-91.4% |
| Participant deferral / active EE | $15,751 | $6,496+142.5% | $7,906+99.2% | $4,126+281.7% |
| Admin fee / account holder | $25 | $8,415-99.7% | $13,708-99.8% | $7,339-99.7% |