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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-3168699 | Recordkeeping | $32,504 |
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,620 |
ADP BROKER-DEALER4+ 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 | $199,907 | $80,992+146.8% | $96,534+107.1% | $75,173+165.9% |
| Participation rate | 95.6% | 71.8%+23.8pp | 76.0%+19.6pp | 67.2%+28.4pp |
| Annual return | 14.88% | 27.05%-12.2pp | 25.88%-11.0pp | 160.72%-145.8pp |
| Employer contribution / active EE | $3,309 | $2,283+45.0% | $2,965+11.6% | $2,671+23.9% |
| Participant deferral / active EE | $8,830 | $3,929+124.7% | $4,851+82.0% | $4,126+114.0% |
| Admin fee / account holder | $267 | $6,717-96.0% | $8,253-96.8% | $5,651-95.3% |