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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,703 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,849 | $50,902-17.8% | $155,534-73.1% | $77,736-46.2% |
| Participation rate | 97.3% | 63.1%+34.2pp | 78.2%+19.0pp | 70.6%+26.7pp |
| Annual return | 17.09% | 34.85%-17.8pp | 64.92%-47.8pp | 31.26%-14.2pp |
| Employer contribution / active EE | $3,497 | $1,991+75.6% | $4,675-25.2% | $2,728+28.2% |
| Participant deferral / active EE | $5,622 | $2,824+99.1% | $5,630-0.2% | $4,651+20.9% |
| Admin fee / account holder | $25 | $437-94.2% | $15,900-99.8% | $433-94.2% |