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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,278 | $58,320+118.2% | $86,438+47.2% | $66,938+90.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 80.3%+7.2pp | 69.8%+17.7pp |
| Annual return | -16.82% | -9.71%-7.1pp | 4397.19%-4414.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $5,341 | $2,615+104.2% | $3,769+41.7% | $2,545+109.8% |
| Participant deferral / active EE | $10,633 | $6,899+54.1% | $6,952+52.9% | $4,238+150.9% |
| Admin fee / account holder | $12 | $546-97.9% | $6,733-99.8% | $594-98.0% |