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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 | $81,457+26.5% | $103,378-0.3% | $80,911+27.4% |
| Participation rate | 97.9% | 66.8%+31.0pp | 74.5%+23.4pp | 67.6%+30.2pp |
| Annual return | 14.82% | 25.58%-10.8pp | 24.91%-10.1pp | 35.63%-20.8pp |
| Employer contribution / active EE | $4,652 | $3,107+49.7% | $3,870+20.2% | $2,756+68.8% |
| Participant deferral / active EE | $9,942 | $3,871+156.8% | $5,058+96.6% | $4,297+131.4% |
| Admin fee / account holder | $41 | $6,717-99.4% | $8,401-99.5% | $6,935-99.4% |