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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,496 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,980 | $101,653+11.1% | $147,080-23.2% | $74,459+51.7% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.2%+5.3pp | 67.2%+20.3pp |
| Annual return | 22.39% | 8754.98%-8732.6pp | 420.17%-397.8pp | 1369.70%-1347.3pp |
| Employer contribution / active EE | $7,987 | $3,813+109.4% | $4,933+61.9% | $2,626+204.2% |
| Participant deferral / active EE | $18,063 | $7,304+147.3% | $8,066+123.9% | $4,350+315.3% |
| Admin fee / account holder | $14 | $1,752-99.2% | $12,989-99.9% | $1,945-99.3% |