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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,562 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,062 | $51,244+1.6% | $80,977-35.7% | $55,167-5.6% |
| Participation rate | 91.3% | 71.7%+19.7pp | 75.8%+15.5pp | 69.0%+22.4pp |
| Annual return | 20.24% | 17.39%+2.9pp | 17.11%+3.1pp | 169.23%-149.0pp |
| Employer contribution / active EE | $3,437 | $1,770+94.1% | $3,715-7.5% | $1,963+75.1% |
| Participant deferral / active EE | $3,277 | $4,418-25.8% | $5,696-42.5% | $3,054+7.3% |
| Admin fee / account holder | $66 | $398-83.3% | $5,517-98.8% | $504-86.8% |