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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 | $55,472-19.7% | $155,567-71.4% | $74,546-40.2% |
| Participation rate | 77.5% | 61.9%+15.6pp | 78.2%-0.7pp | 67.2%+10.3pp |
| Annual return | 13.72% | 268.72%-255.0pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,957 | $2,269-13.8% | $4,674-58.1% | $2,624-25.4% |
| Participant deferral / active EE | $4,433 | $2,838+56.2% | $5,628-21.2% | $4,347+2.0% |
| Admin fee / account holder | $16 | $1,743-99.1% | $15,916-99.9% | $1,944-99.2% |