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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,488 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,778 | $106,230-31.5% | $147,080-50.5% | $77,736-6.4% |
| Participation rate | 84.7% | 78.4%+6.4pp | 82.2%+2.6pp | 70.6%+14.2pp |
| Annual return | 22.94% | 56.91%-34.0pp | 420.17%-397.2pp | 31.26%-8.3pp |
| Employer contribution / active EE | $2,969 | $4,072-27.1% | $4,933-39.8% | $2,728+8.8% |
| Participant deferral / active EE | $14,922 | $8,001+86.5% | $8,066+85.0% | $4,651+220.9% |
| Admin fee / account holder | $13 | $338-96.1% | $12,989-99.9% | $433-97.0% |