Filed February 17, 2025
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,091 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,549 | $77,569-34.8% | $115,599-56.3% | $64,097-21.1% |
| Participation rate | 98.7% | 60.7%+38.0pp | 74.3%+24.4pp | 55.2%+43.5pp |
| Annual return | 18.38% | 18.52%-0.1pp | 111.10%-92.7pp | 34.64%-16.3pp |
| Employer contribution / active EE | $3,566 | $1,915+86.3% | $2,955+20.7% | $1,891+88.6% |
| Participant deferral / active EE | $4,799 | $3,327+44.2% | $4,889-1.8% | $3,080+55.8% |
| Admin fee / account holder | $115 | $4,470-97.4% | $12,841-99.1% | $3,454-96.7% |