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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $48,639 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,057 | $99,168-59.6% | $96,534-58.5% | $74,460-46.2% |
| Participation rate | 98.3% | 80.7%+17.7pp | 76.0%+22.4pp | 70.7%+27.6pp |
| Annual return | 43.95% | 22.40%+21.6pp | 25.88%+18.1pp | 34.38%+9.6pp |
| Employer contribution / active EE | $5,958 | $2,570+131.9% | $2,965+100.9% | $2,638+125.8% |
| Participant deferral / active EE | $12,896 | $4,936+161.2% | $4,851+165.8% | $4,530+184.7% |
| Admin fee / account holder | $147 | $225-34.8% | $8,253-98.2% | $348-57.9% |