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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $111,804 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,670 |
ADP BROKER-DEALER2+ 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 | $126,885 | $84,936+49.4% | $111,308+14.0% | $79,391+59.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.76% | 17.45%-1.7pp | 54.67%-38.9pp | 116.88%-101.1pp |
| Employer contribution / active EE | $5,003 | $1,979+152.8% | $2,732+83.2% | $2,428+106.1% |
| Participant deferral / active EE | $5,758 | $3,888+48.1% | $4,487+28.3% | $4,046+42.3% |
| Admin fee / account holder | $205 | $537-61.8% | $7,965-97.4% | $627-67.2% |