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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $52,063 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,270 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,959 | $80,781+89.4% | $102,437+49.3% | $74,478+105.4% |
| Participation rate | 99.3% | 65.7%+33.7pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 14.67% | 27.58%-12.9pp | 24.95%-10.3pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $7,517 | $3,160+137.9% | $3,871+94.2% | $2,626+186.2% |
| Participant deferral / active EE | $8,073 | $3,862+109.0% | $5,060+59.5% | $4,350+85.6% |
| Admin fee / account holder | $288 | $2,372-87.8% | $8,388-96.6% | $1,946-85.2% |