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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,258 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $17,956 |
ADP BROKER-DEALER7 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 | $59,783 | $71,230-16.1% | $93,727-36.2% | $80,959-26.2% |
| Participation rate | 93.9% | 60.4%+33.5pp | 68.7%+25.2pp | 67.7%+26.2pp |
| Annual return | 13.89% | 11.26%+2.6pp | 133.83%-119.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $3,638 | $1,565+132.4% | $2,421+50.2% | $2,757+31.9% |
| Participant deferral / active EE | $5,666 | $4,037+40.3% | $4,417+28.3% | $4,300+31.8% |
| Admin fee / account holder | $289 | $6,961-95.8% | $8,292-96.5% | $6,925-95.8% |