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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,713 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,705 | $78,636-43.1% | $105,607-57.7% | $74,459-40.0% |
| Participation rate | 86.7% | 72.8%+14.0pp | 75.3%+11.4pp | 67.2%+19.5pp |
| Annual return | 13.77% | 15.96%-2.2pp | 116.11%-102.3pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,815 | $2,523-28.1% | $3,167-42.7% | $2,626-30.9% |
| Participant deferral / active EE | $2,453 | $4,322-43.3% | $5,011-51.1% | $4,350-43.6% |
| Admin fee / account holder | $43 | $2,220-98.0% | $10,958-99.6% | $1,945-97.8% |