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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $24,798 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $12,799 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,854 | $62,177-48.8% | $81,370-60.9% | $74,478-57.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.25% | 16.62%-5.4pp | 24.85%-13.6pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $1,433 | $1,881-23.8% | $2,464-41.9% | $2,626-45.5% |
| Participant deferral / active EE | $3,023 | $3,219-6.1% | $3,885-22.2% | $4,350-30.5% |
| Admin fee / account holder | $163 | $1,927-91.5% | $5,749-97.2% | $1,946-91.6% |