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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 | $87,060-20.9% | $105,591-34.8% | $80,911-14.9% |
| Participation rate | 94.5% | 70.4%+24.1pp | 75.3%+19.2pp | 67.6%+26.9pp |
| Annual return | 15.70% | 17.05%-1.3pp | 116.43%-100.7pp | 35.63%-19.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $15,406 | $3,986+286.5% | $5,008+207.6% | $4,297+258.5% |
| Admin fee / account holder | $12 | $8,442-99.9% | $11,024-99.9% | $6,935-99.8% |