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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 | $101,672+12.7% | $147,117-22.1% | $74,478+53.8% |
| Participation rate | 90.6% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 13.05% | 8757.83%-8744.8pp | 420.54%-407.5pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $3,139 | $3,813-17.7% | $4,932-36.4% | $2,626+19.5% |
| Participant deferral / active EE | $13,096 | $7,305+79.3% | $8,065+62.4% | $4,350+201.0% |
| Admin fee / account holder | $237 | $1,753-86.5% | $12,993-98.2% | $1,946-87.8% |