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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $86,914 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,094 | $62,686-39.2% | $178,505-78.7% | $77,762-51.0% |
| Participation rate | 94.1% | 66.9%+27.2pp | 77.1%+17.0pp | 70.6%+23.5pp |
| Annual return | 21.85% | 16.16%+5.7pp | 27.16%-5.3pp | 31.27%-9.4pp |
| Employer contribution / active EE | $4,020 | $1,914+110.1% | $3,955+1.6% | $2,728+47.3% |
| Participant deferral / active EE | $6,353 | $4,224+50.4% | $6,280+1.2% | $4,651+36.6% |
| Admin fee / account holder | $111 | $386-71.2% | $10,428-98.9% | $433-74.3% |