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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,656 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,852 | $82,674-27.6% | $125,381-52.3% | $68,486-12.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.49% | -5.97%-7.5pp | 572.31%-585.8pp | -7.85%-5.6pp |
| Employer contribution / active EE | $5,848 | $3,382+72.9% | $4,815+21.4% | $2,597+125.2% |
| Participant deferral / active EE | $15,947 | $6,111+161.0% | $7,448+114.1% | $4,028+295.9% |
| Admin fee / account holder | $154 | $6,277-97.5% | $10,007-98.5% | $5,404-97.1% |