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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $26,273 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,244 |
ADP BROKER-DEALER5 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 | $66,041 | $55,470+19.1% | $155,556-57.5% | $74,478-11.3% |
| Participation rate | 81.3% | 61.9%+19.4pp | 78.2%+3.1pp | 67.2%+14.1pp |
| Annual return | 13.90% | 269.80%-255.9pp | 64.84%-50.9pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $2,953 | $2,267+30.3% | $4,675-36.8% | $2,626+12.4% |
| Participant deferral / active EE | $4,938 | $2,838+74.0% | $5,631-12.3% | $4,350+13.5% |
| Admin fee / account holder | $211 | $1,744-87.9% | $15,885-98.7% | $1,946-89.2% |