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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,413 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,335 | $47,180-29.3% | $149,723-77.7% | $74,473-55.2% |
| Participation rate | 96.5% | 63.4%+33.1pp | 78.8%+17.7pp | 70.7%+25.7pp |
| Annual return | 12.16% | 22.75%-10.6pp | 134.50%-122.3pp | 34.36%-22.2pp |
| Employer contribution / active EE | $1,633 | $1,907-14.4% | $4,821-66.1% | $2,638-38.1% |
| Participant deferral / active EE | $4,952 | $2,730+81.4% | $5,682-12.9% | $4,530+9.3% |
| Admin fee / account holder | $16 | $343-95.4% | $13,215-99.9% | $347-95.4% |