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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,634 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,689 | $99,957+1.7% | $149,730-32.1% | $73,493+38.4% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.5%+5.5pp | 70.7%+17.3pp |
| Annual return | 139.20% | 53.87%+85.3pp | 276.70%-137.5pp | 28.51%+110.7pp |
| Employer contribution / active EE | $59 | $3,191-98.1% | $4,645-98.7% | $2,270-97.4% |
| Participant deferral / active EE | $5,368 | $6,073-11.6% | $6,843-21.5% | $3,740+43.5% |
| Admin fee / account holder | $151 | $551-72.6% | $9,310-98.4% | $513-70.6% |