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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,190 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,563 | $55,470-19.7% | $155,556-71.4% | $74,478-40.2% |
| Participation rate | 77.5% | 61.9%+15.6pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 13.72% | 269.80%-256.1pp | 64.84%-51.1pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $1,957 | $2,267-13.7% | $4,675-58.2% | $2,626-25.5% |
| Participant deferral / active EE | $4,433 | $2,838+56.2% | $5,631-21.3% | $4,350+1.9% |
| Admin fee / account holder | $16 | $1,744-99.1% | $15,885-99.9% | $1,946-99.2% |