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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,883 | $78,672-4.8% | $109,163-31.4% | $85,856-12.8% |
| Participation rate | 95.2% | 68.3%+27.0pp | 75.9%+19.4pp | 69.3%+25.9pp |
| Annual return | 16.09% | 25.09%-9.0pp | 25.75%-9.7pp | 318.58%-302.5pp |
| Employer contribution / active EE | $4,151 | $2,734+51.8% | $3,723+11.5% | $2,565+61.8% |
| Participant deferral / active EE | $8,127 | $3,467+134.4% | $4,654+74.6% | $3,952+105.6% |
| Admin fee / account holder | $9 | $5,470-99.8% | $6,754-99.9% | $6,261-99.9% |