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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $141,182 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,946 | $54,245-52.2% | $93,727-72.3% | $77,762-66.6% |
| Participation rate | 82.0% | 63.9%+18.1pp | 68.7%+13.3pp | 70.6%+11.4pp |
| Annual return | 16.48% | 30.58%-14.1pp | 133.83%-117.4pp | 31.27%-14.8pp |
| Employer contribution / active EE | $373 | $1,168-68.0% | $2,421-84.6% | $2,728-86.3% |
| Participant deferral / active EE | $3,278 | $3,144+4.3% | $4,417-25.8% | $4,651-29.5% |
| Admin fee / account holder | $195 | $575-66.2% | $8,292-97.7% | $433-55.0% |