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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $41,644 |
ADP BROKER-DEALER7 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 | $61,035 | $57,752+5.7% | $112,273-45.6% | $71,511-14.6% |
| Participation rate | 95.6% | 58.8%+36.8pp | 72.4%+23.2pp | 67.9%+27.7pp |
| Annual return | 13.73% | 18.25%-4.5pp | 30.23%-16.5pp | 28.86%-15.1pp |
| Employer contribution / active EE | $4,263 | $1,912+122.9% | $3,431+24.2% | $2,589+64.7% |
| Participant deferral / active EE | $5,836 | $2,860+104.0% | $4,800+21.6% | $4,291+36.0% |
| Admin fee / account holder | $215 | $1,586-86.5% | $7,752-97.2% | $1,588-86.5% |