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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,737 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,203 | $92,076-54.2% | $105,607-60.0% | $77,736-45.7% |
| Participation rate | 70.7% | 81.0%-10.4pp | 75.3%-4.6pp | 70.6%+0.1pp |
| Annual return | 14.59% | 17.84%-3.3pp | 116.11%-101.5pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,844 | $3,370-45.3% | $3,167-41.8% | $2,728-32.4% |
| Participant deferral / active EE | $3,466 | $5,390-35.7% | $5,011-30.8% | $4,651-25.5% |
| Admin fee / account holder | $178 | $219-18.6% | $10,958-98.4% | $433-58.9% |