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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,206 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,491 | $71,523-42.0% | $98,461-57.9% | $71,511-42.0% |
| Participation rate | 85.2% | 72.7%+12.5pp | 75.2%+10.0pp | 67.9%+17.3pp |
| Annual return | 64.41% | 32.43%+32.0pp | 21.17%+43.2pp | 28.86%+35.6pp |
| Employer contribution / active EE | $2,012 | $2,399-16.2% | $3,049-34.0% | $2,589-22.3% |
| Participant deferral / active EE | $3,785 | $4,109-7.9% | $4,738-20.1% | $4,291-11.8% |
| Admin fee / account holder | $59 | $1,676-96.5% | $8,961-99.3% | $1,588-96.3% |