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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,837 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $88,278 | $66,813+32.1% | $100,535-12.2% | $73,497+20.1% |
| Participation rate | 98.5% | 77.5%+21.1pp | 79.4%+19.1pp | 70.7%+27.8pp |
| Annual return | 16.93% | 25.70%-8.8pp | 30.90%-14.0pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,882 | $2,147+80.8% | $3,419+13.5% | $2,270+71.0% |
| Participant deferral / active EE | $4,133 | $5,883-29.7% | $6,271-34.1% | $3,740+10.5% |
| Admin fee / account holder | $129 | $512-74.8% | $8,085-98.4% | $513-74.9% |