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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $118,263 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $96,065 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,457 | $92,076-26.7% | $105,607-36.1% | $77,736-13.2% |
| Participation rate | 96.1% | 81.0%+15.1pp | 75.3%+20.9pp | 70.6%+25.6pp |
| Annual return | 14.46% | 17.84%-3.4pp | 116.11%-101.6pp | 31.26%-16.8pp |
| Employer contribution / active EE | $4,020 | $3,370+19.3% | $3,167+26.9% | $2,728+47.4% |
| Participant deferral / active EE | $6,033 | $5,390+11.9% | $5,011+20.4% | $4,651+29.7% |
| Admin fee / account holder | $271 | $219+23.9% | $10,958-97.5% | $433-37.4% |