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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,555 | $101,591+12.8% | $147,096-22.1% | $74,429+53.9% |
| Participation rate | 90.6% | 75.5%+15.1pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 13.05% | 8746.45%-8733.4pp | 419.75%-406.7pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $3,139 | $3,813-17.7% | $4,936-36.4% | $2,625+19.6% |
| Participant deferral / active EE | $13,096 | $7,302+79.3% | $8,071+62.3% | $4,348+201.2% |
| Admin fee / account holder | $237 | $1,750-86.4% | $13,005-98.2% | $1,944-87.8% |