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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,025 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $72,928 | $85,135-14.3% | $98,916-26.3% | $73,412-0.7% |
| Participation rate | 94.7% | 81.1%+13.5pp | 76.0%+18.6pp | 72.2%+22.5pp |
| Annual return | 30.67% | 19.14%+11.5pp | 196.45%-165.8pp | 59.30%-28.6pp |
| Employer contribution / active EE | $2,683 | $2,721-1.4% | $2,689-0.2% | $2,234+20.1% |
| Participant deferral / active EE | $8,125 | $4,349+86.8% | $4,245+91.4% | $3,806+113.5% |
| Admin fee / account holder | $12 | $139-91.6% | $6,642-99.8% | $158-92.6% |