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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,949 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,872 | $88,186-38.9% | $165,071-67.4% | $74,459-27.6% |
| Participation rate | 74.2% | 73.1%+1.1pp | 78.6%-4.4pp | 67.2%+7.0pp |
| Annual return | 18.60% | 17.13%+1.5pp | 70.17%-51.6pp | 1369.70%-1351.1pp |
| Employer contribution / active EE | $2,451 | $2,600-5.7% | $4,347-43.6% | $2,626-6.7% |
| Participant deferral / active EE | $7,230 | $4,505+60.5% | $6,035+19.8% | $4,350+66.2% |
| Admin fee / account holder | $32 | $2,234-98.6% | $12,695-99.7% | $1,945-98.4% |