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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 | $88,137-43.9% | $164,975-70.0% | $74,429-33.6% |
| Participation rate | 95.1% | 73.1%+22.0pp | 78.6%+16.5pp | 67.2%+27.9pp |
| Annual return | 21.24% | 17.13%+4.1pp | 70.12%-48.9pp | 1368.38%-1347.1pp |
| Employer contribution / active EE | $5,575 | $2,597+114.7% | $4,343+28.4% | $2,625+112.4% |
| Participant deferral / active EE | $11,676 | $4,501+159.4% | $6,033+93.5% | $4,348+168.5% |
| Admin fee / account holder | $13 | $2,231-99.4% | $12,688-99.9% | $1,944-99.3% |