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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,657 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,200 | $45,043+22.6% | $85,063-35.1% | $74,400-25.8% |
| Participation rate | 93.1% | 49.4%+43.8pp | 67.5%+25.6pp | 67.2%+25.9pp |
| Annual return | 19.97% | 26.26%-6.3pp | 66.54%-46.6pp | 1367.51%-1347.5pp |
| Employer contribution / active EE | $985 | $1,458-32.4% | $2,727-63.9% | $2,624-62.5% |
| Participant deferral / active EE | $10,702 | $2,733+291.6% | $4,523+136.6% | $4,348+146.1% |
| Admin fee / account holder | $14 | $2,210-99.4% | $6,155-99.8% | $1,944-99.3% |