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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,708 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,680 | $78,976-1.6% | $100,383-22.6% | $74,546+4.2% |
| Participation rate | 91.4% | 79.5%+11.9pp | 81.5%+9.9pp | 67.2%+24.2pp |
| Annual return | 19.61% | 20.62%-1.0pp | 49.26%-29.7pp | 1366.03%-1346.4pp |
| Employer contribution / active EE | $8,574 | $3,019+184.0% | $3,944+117.4% | $2,624+226.7% |
| Participant deferral / active EE | $11,951 | $7,758+54.1% | $8,086+47.8% | $4,347+174.9% |
| Admin fee / account holder | $14 | $1,330-98.9% | $7,900-99.8% | $1,944-99.3% |