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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,143 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,065 | $81,504+26.5% | $102,437+0.6% | $80,959+27.3% |
| Participation rate | 97.9% | 66.9%+31.0pp | 74.5%+23.4pp | 67.7%+30.2pp |
| Annual return | 14.82% | 25.60%-10.8pp | 24.95%-10.1pp | 35.67%-20.9pp |
| Employer contribution / active EE | $4,652 | $3,104+49.9% | $3,871+20.2% | $2,757+68.7% |
| Participant deferral / active EE | $9,942 | $3,871+156.8% | $5,060+96.5% | $4,300+131.2% |
| Admin fee / account holder | $41 | $6,719-99.4% | $8,388-99.5% | $6,925-99.4% |