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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,848 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $11,305 |
ADP BROKER-DEALER9+ 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 | $28,543 | $56,438-49.4% | $76,902-62.9% | $71,529-60.1% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 12.58% | 19.05%-6.5pp | 37.91%-25.3pp | 28.97%-16.4pp |
| Employer contribution / active EE | $1,488 | $1,864-20.2% | $2,534-41.3% | $2,590-42.5% |
| Participant deferral / active EE | $3,051 | $3,136-2.7% | $3,833-20.4% | $4,291-28.9% |
| Admin fee / account holder | $100 | $1,430-93.0% | $5,479-98.2% | $1,588-93.7% |