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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,438 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,444 | $88,087-43.9% | $164,866-70.0% | $74,546-33.7% |
| Participation rate | 95.1% | 73.1%+22.0pp | 78.6%+16.5pp | 67.2%+27.9pp |
| Annual return | 21.24% | 17.27%+4.0pp | 69.97%-48.7pp | 1366.03%-1344.8pp |
| Employer contribution / active EE | $5,575 | $2,595+114.8% | $4,343+28.4% | $2,624+112.4% |
| Participant deferral / active EE | $11,676 | $4,499+159.5% | $6,033+93.5% | $4,347+168.6% |
| Admin fee / account holder | $13 | $2,232-99.4% | $12,689-99.9% | $1,944-99.3% |