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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,498 | $85,515-52.6% | $112,040-63.9% | $67,986-40.4% |
| Participation rate | 82.6% | 68.2%+14.3pp | 76.5%+6.1pp | 57.2%+25.4pp |
| Annual return | 15.99% | 29.68%-13.7pp | 24.52%-8.5pp | 31.67%-15.7pp |
| Employer contribution / active EE | $1,516 | $2,191-30.8% | $2,954-48.7% | $2,019-24.9% |
| Participant deferral / active EE | $3,789 | $4,014-5.6% | $5,098-25.7% | $3,358+12.8% |
| Admin fee / account holder | $142 | $3,774-96.2% | $12,098-98.8% | $3,203-95.6% |