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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $51,112 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,299 | $69,231+3.0% | $91,994-22.5% | $67,579+5.5% |
| Participation rate | 98.9% | 78.9%+20.0pp | 78.6%+20.3pp | 71.3%+27.6pp |
| Annual return | 26.64% | 32.03%-5.4pp | 69.04%-42.4pp | 378.56%-351.9pp |
| Employer contribution / active EE | $4,296 | $2,284+88.1% | $3,453+24.4% | $2,148+100.0% |
| Participant deferral / active EE | $7,872 | $5,854+34.5% | $5,924+32.9% | $3,539+122.4% |
| Admin fee / account holder | $82 | $107-23.5% | $7,744-98.9% | $142-42.3% |