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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,411 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,565 | $79,045-14.5% | $100,378-32.7% | $74,429-9.2% |
| Participation rate | 96.8% | 79.4%+17.3pp | 81.5%+15.3pp | 67.2%+29.6pp |
| Annual return | 16.99% | 20.61%-3.6pp | 49.41%-32.4pp | 1368.38%-1351.4pp |
| Employer contribution / active EE | $5,858 | $3,015+94.3% | $3,942+48.6% | $2,625+123.2% |
| Participant deferral / active EE | $15,873 | $7,751+104.8% | $8,087+96.3% | $4,348+265.0% |
| Admin fee / account holder | $14 | $1,335-98.9% | $7,899-99.8% | $1,944-99.3% |