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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,546 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $615 |
ADP BROKER-DEALER7 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 | $79,759 | $69,511+14.7% | $94,672-15.8% | $71,529+11.5% |
| Participation rate | 98.7% | 78.4%+20.3pp | 80.8%+17.9pp | 67.9%+30.8pp |
| Annual return | 16.41% | 29.67%-13.3pp | 156.89%-140.5pp | 28.97%-12.6pp |
| Employer contribution / active EE | $4,558 | $2,853+59.7% | $3,673+24.1% | $2,590+76.0% |
| Participant deferral / active EE | $5,245 | $7,348-28.6% | $7,417-29.3% | $4,291+22.2% |
| Admin fee / account holder | $112 | $1,211-90.8% | $7,222-98.5% | $1,588-93.0% |