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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $76,028 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,442 | $99,168-47.1% | $96,534-45.7% | $74,460-29.6% |
| Participation rate | 93.2% | 80.7%+12.6pp | 76.0%+17.3pp | 70.7%+22.5pp |
| Annual return | 17.44% | 22.40%-5.0pp | 25.88%-8.4pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,684 | $2,570-34.5% | $2,965-43.2% | $2,638-36.2% |
| Participant deferral / active EE | $4,498 | $4,936-8.9% | $4,851-7.3% | $4,530-0.7% |
| Admin fee / account holder | $151 | $225-32.8% | $8,253-98.2% | $348-56.5% |