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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $50,969 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,788 | $56,152-54.1% | $185,861-86.1% | $73,412-64.9% |
| Participation rate | 89.8% | 67.6%+22.3pp | 78.0%+11.8pp | 72.2%+17.6pp |
| Annual return | 26.68% | 17.59%+9.1pp | 35.96%-9.3pp | 59.30%-32.6pp |
| Employer contribution / active EE | $1,373 | $1,532-10.3% | $4,088-66.4% | $2,234-38.5% |
| Participant deferral / active EE | $5,682 | $3,659+55.3% | $5,634+0.9% | $3,806+49.3% |
| Admin fee / account holder | $158 | $132+19.5% | $9,503-98.3% | $158-0.1% |