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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,226 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,135 | $79,089-2.5% | $100,392-23.2% | $74,459+3.6% |
| Participation rate | 81.2% | 79.4%+1.7pp | 81.5%-0.3pp | 67.2%+14.0pp |
| Annual return | 17.76% | 20.61%-2.9pp | 49.45%-31.7pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $4,892 | $3,015+62.2% | $3,941+24.1% | $2,626+86.3% |
| Participant deferral / active EE | $10,459 | $7,747+35.0% | $8,090+29.3% | $4,350+140.5% |
| Admin fee / account holder | $47 | $1,336-96.5% | $7,904-99.4% | $1,945-97.6% |