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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,695 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,676 | $70,486+115.2% | $100,528+50.9% | $79,852+89.9% |
| Participation rate | 98.7% | 73.6%+25.0pp | 79.4%+19.3pp | 69.6%+29.0pp |
| Annual return | 17.84% | 21.90%-4.1pp | 30.90%-13.1pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,455 | $2,165+13.4% | $3,419-28.2% | $2,471-0.7% |
| Participant deferral / active EE | $10,782 | $5,182+108.1% | $6,271+71.9% | $3,740+188.3% |
| Admin fee / account holder | $15 | $4,480-99.7% | $8,084-99.8% | $5,306-99.7% |