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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 | $79,169-1.9% | $100,415-22.6% | $74,478+4.3% |
| Participation rate | 91.4% | 79.4%+12.0pp | 81.5%+9.9pp | 67.2%+24.2pp |
| Annual return | 19.61% | 20.51%-0.9pp | 49.47%-29.9pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $8,574 | $3,017+184.2% | $3,943+117.4% | $2,626+226.5% |
| Participant deferral / active EE | $11,951 | $7,751+54.2% | $8,091+47.7% | $4,350+174.7% |
| Admin fee / account holder | $14 | $1,337-98.9% | $7,906-99.8% | $1,946-99.3% |