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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,601 | $88,186-30.1% | $165,071-62.7% | $74,459-17.3% |
| Participation rate | 94.1% | 73.1%+20.9pp | 78.6%+15.4pp | 67.2%+26.8pp |
| Annual return | 13.91% | 17.13%-3.2pp | 70.17%-56.3pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $2,478 | $2,600-4.7% | $4,347-43.0% | $2,626-5.6% |
| Participant deferral / active EE | $7,449 | $4,505+65.4% | $6,035+23.4% | $4,350+71.2% |
| Admin fee / account holder | $128 | $2,234-94.3% | $12,695-99.0% | $1,945-93.4% |