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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,183 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $14,592 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,208 | $64,176-26.4% | $112,249-57.9% | $66,938-29.5% |
| Participation rate | 89.0% | 68.4%+20.5pp | 75.1%+13.9pp | 69.8%+19.2pp |
| Annual return | -19.85% | -13.80%-6.1pp | 27.48%-47.3pp | 1.58%-21.4pp |
| Employer contribution / active EE | $3,107 | $3,007+3.3% | $3,636-14.6% | $2,545+22.1% |
| Participant deferral / active EE | $5,885 | $3,694+59.3% | $4,729+24.4% | $4,238+38.9% |
| Admin fee / account holder | $223 | $626-64.4% | $6,412-96.5% | $594-62.4% |