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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,540 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,882 | $87,106-20.9% | $105,607-34.8% | $80,935-14.9% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.2pp | 67.7%+26.8pp |
| Annual return | 15.70% | 17.01%-1.3pp | 116.11%-100.4pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $15,406 | $3,986+286.5% | $5,011+207.4% | $4,299+258.3% |
| Admin fee / account holder | $12 | $8,447-99.9% | $10,958-99.9% | $6,924-99.8% |