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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 | $79,045-1.7% | $100,378-22.6% | $74,429+4.4% |
| Participation rate | 91.4% | 79.4%+12.0pp | 81.5%+9.9pp | 67.2%+24.2pp |
| Annual return | 19.61% | 20.61%-1.0pp | 49.41%-29.8pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $8,574 | $3,015+184.3% | $3,942+117.5% | $2,625+226.6% |
| Participant deferral / active EE | $11,951 | $7,751+54.2% | $8,087+47.8% | $4,348+174.8% |
| Admin fee / account holder | $14 | $1,335-98.9% | $7,899-99.8% | $1,944-99.3% |