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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,919 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,298 | $64,719+0.9% | $112,249-41.8% | $68,486-4.7% |
| Participation rate | 96.5% | 67.2%+29.3pp | 75.1%+21.4pp | 67.9%+28.6pp |
| Annual return | -17.60% | -11.40%-6.2pp | 27.48%-45.1pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,223 | $2,747+53.8% | $3,636+16.2% | $2,597+62.7% |
| Participant deferral / active EE | $9,049 | $3,565+153.8% | $4,729+91.4% | $4,028+124.7% |
| Admin fee / account holder | $14 | $5,232-99.7% | $6,412-99.8% | $5,404-99.7% |