Filed July 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $36,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,618 | $104,607+10.5% | $96,544+19.8% | - |
| Participation rate | 100.0% | 76.2%+23.8pp | 76.0%+24.0pp | - |
| Annual return | 20.93% | 9.56%+11.4pp | 25.88%-4.9pp | - |
| Employer contribution / active EE | $7,017 | $2,147+226.9% | $2,966+136.5% | - |
| Participant deferral / active EE | $8,114 | $4,312+88.2% | $4,851+67.3% | - |
| Admin fee / account holder | $231 | $45,340-99.5% | $8,254-97.2% | - |