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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,726 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,902 | $83,369+53.4% | $105,223+21.6% | $67,986+88.1% |
| Participation rate | 99.1% | 56.3%+42.8pp | 75.0%+24.0pp | 57.2%+41.9pp |
| Annual return | 19.09% | 24.64%-5.6pp | 180.65%-161.6pp | 31.67%-12.6pp |
| Employer contribution / active EE | $4,485 | $2,541+76.5% | $3,689+21.6% | $2,019+122.2% |
| Participant deferral / active EE | $9,162 | $3,295+178.1% | $5,072+80.7% | $3,358+172.8% |
| Admin fee / account holder | $46 | $4,073-98.9% | $8,859-99.5% | $3,203-98.6% |