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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,487 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,660 | $90,064+12.9% | $100,392+1.3% | $77,736+30.8% |
| Participation rate | 78.2% | 81.3%-3.1pp | 81.5%-3.3pp | 70.6%+7.6pp |
| Annual return | 16.61% | 20.61%-4.0pp | 49.45%-32.8pp | 31.26%-14.6pp |
| Employer contribution / active EE | $2,988 | $3,043-1.8% | $3,941-24.2% | $2,728+9.5% |
| Participant deferral / active EE | $7,356 | $8,282-11.2% | $8,090-9.1% | $4,651+58.2% |
| Admin fee / account holder | $27 | $172-84.5% | $7,904-99.7% | $433-93.8% |