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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 | $89,808+13.2% | $100,383+1.3% | $77,671+30.9% |
| Participation rate | 78.2% | 81.2%-3.0pp | 81.5%-3.3pp | 70.6%+7.6pp |
| Annual return | 16.61% | 20.62%-4.0pp | 49.26%-32.7pp | 31.21%-14.6pp |
| Employer contribution / active EE | $2,988 | $3,039-1.7% | $3,944-24.2% | $2,726+9.6% |
| Participant deferral / active EE | $7,356 | $8,284-11.2% | $8,086-9.0% | $4,648+58.3% |
| Admin fee / account holder | $27 | $174-84.7% | $7,900-99.7% | $430-93.8% |