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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $496 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,230 | $104,336-35.6% | $159,455-57.8% | $86,813-22.6% |
| Participation rate | 88.0% | 77.7%+10.3pp | 82.8%+5.1pp | 72.3%+15.7pp |
| Annual return | 37.27% | 26.32%+10.9pp | 263.63%-226.4pp | 97.93%-60.7pp |
| Employer contribution / active EE | $5,112 | $3,451+48.1% | $4,830+5.8% | $2,406+112.5% |
| Participant deferral / active EE | $11,469 | $6,837+67.7% | $7,353+56.0% | $4,131+177.6% |
| Admin fee / account holder | $2 | $172-98.9% | $10,800-100.0% | $170-98.9% |