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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,426 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,038 | $102,429+18.2% | $147,096-17.7% | $80,925+49.6% |
| Participation rate | 95.9% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 13.73% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $5,231 | $3,716+40.8% | $4,936+6.0% | $2,756+89.8% |
| Participant deferral / active EE | $14,698 | $6,649+121.1% | $8,071+82.1% | $4,299+241.9% |
| Admin fee / account holder | $238 | $7,957-97.0% | $13,005-98.2% | $6,940-96.6% |