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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $40,411 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,187 | $91,474+3.0% | $135,982-30.7% | $71,529+31.7% |
| Participation rate | 91.7% | 75.7%+16.1pp | 81.9%+9.8pp | 67.9%+23.8pp |
| Annual return | 18.42% | 29.89%-11.5pp | 68.32%-49.9pp | 28.97%-10.5pp |
| Employer contribution / active EE | $4,798 | $3,705+29.5% | $4,859-1.3% | $2,590+85.3% |
| Participant deferral / active EE | $17,111 | $7,095+141.2% | $7,760+120.5% | $4,291+298.7% |
| Admin fee / account holder | $226 | $1,267-82.2% | $10,767-97.9% | $1,588-85.8% |