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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,743 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,740 | $78,976+12.4% | $100,383-11.6% | $74,546+19.0% |
| Participation rate | 98.8% | 79.5%+19.3pp | 81.5%+17.3pp | 67.2%+31.5pp |
| Annual return | 12.11% | 20.62%-8.5pp | 49.26%-37.2pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $4,268 | $3,019+41.4% | $3,944+8.2% | $2,624+62.6% |
| Participant deferral / active EE | $5,682 | $7,758-26.8% | $8,086-29.7% | $4,347+30.7% |
| Admin fee / account holder | $116 | $1,330-91.2% | $7,900-98.5% | $1,944-94.0% |