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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,064 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $25,382 |
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 | $48,090 | $88,203-45.5% | $165,100-70.9% | $74,478-35.4% |
| Participation rate | 90.9% | 73.1%+17.8pp | 78.6%+12.3pp | 67.2%+23.7pp |
| Annual return | 13.90% | 17.13%-3.2pp | 70.21%-56.3pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $1,823 | $2,601-29.9% | $4,348-58.1% | $2,626-30.6% |
| Participant deferral / active EE | $6,324 | $4,505+40.4% | $6,035+4.8% | $4,350+45.4% |
| Admin fee / account holder | $275 | $2,235-87.7% | $12,696-97.8% | $1,946-85.8% |