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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,849 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,374 | $58,923-36.6% | $97,167-61.5% | $74,546-49.9% |
| Participation rate | 89.0% | 63.6%+25.4pp | 72.7%+16.3pp | 67.2%+21.7pp |
| Annual return | 25.35% | 16.04%+9.3pp | 75.27%-49.9pp | 1366.03%-1340.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,561 | $3,664+160.9% | $4,264+124.3% | $4,347+119.9% |
| Admin fee / account holder | $23 | $1,974-98.8% | $5,650-99.6% | $1,944-98.8% |