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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,116 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,828 | $73,978+2.5% | $96,515-21.4% | $75,173+0.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 74.3%+22.5pp | 67.2%+29.6pp |
| Annual return | 18.51% | 26.72%-8.2pp | 35.73%-17.2pp | 160.72%-142.2pp |
| Employer contribution / active EE | $4,044 | $2,931+38.0% | $3,740+8.1% | $2,671+51.4% |
| Participant deferral / active EE | $9,066 | $3,660+147.7% | $4,880+85.8% | $4,126+119.7% |
| Admin fee / account holder | $22 | $5,219-99.6% | $6,735-99.7% | $5,651-99.6% |