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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,186 | $51,736-45.5% | $120,225-76.6% | $67,986-58.5% |
| Participation rate | 77.6% | 46.1%+31.5pp | 69.6%+8.0pp | 57.2%+20.4pp |
| Annual return | 19.06% | 31.98%-12.9pp | 439.23%-420.2pp | 31.67%-12.6pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,085 | $2,206+175.9% | $3,999+52.2% | $3,358+81.2% |
| Admin fee / account holder | $20 | $4,159-99.5% | $5,696-99.7% | $3,203-99.4% |