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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,400 |
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 | $66,980 | $79,089-15.3% | $100,392-33.3% | $74,459-10.0% |
| Participation rate | 91.2% | 79.4%+11.8pp | 81.5%+9.7pp | 67.2%+24.0pp |
| Annual return | 20.06% | 20.61%-0.6pp | 49.45%-29.4pp | 1369.70%-1349.6pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,739 | $7,747+38.6% | $8,090+32.7% | $4,350+146.9% |
| Admin fee / account holder | $9 | $1,336-99.3% | $7,904-99.9% | $1,945-99.5% |