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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 | $88,137-38.9% | $164,975-67.3% | $74,429-27.6% |
| Participation rate | 74.2% | 73.1%+1.1pp | 78.6%-4.4pp | 67.2%+7.0pp |
| Annual return | 18.60% | 17.13%+1.5pp | 70.12%-51.5pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $2,451 | $2,597-5.6% | $4,343-43.6% | $2,625-6.6% |
| Participant deferral / active EE | $7,230 | $4,501+60.6% | $6,033+19.8% | $4,348+66.3% |
| Admin fee / account holder | $32 | $2,231-98.6% | $12,688-99.7% | $1,944-98.4% |