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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 | $88,137-30.1% | $164,975-62.7% | $74,429-17.2% |
| Participation rate | 94.1% | 73.1%+20.9pp | 78.6%+15.4pp | 67.2%+26.8pp |
| Annual return | 13.91% | 17.13%-3.2pp | 70.12%-56.2pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $2,478 | $2,597-4.6% | $4,343-42.9% | $2,625-5.6% |
| Participant deferral / active EE | $7,449 | $4,501+65.5% | $6,033+23.5% | $4,348+71.3% |
| Admin fee / account holder | $128 | $2,231-94.3% | $12,688-99.0% | $1,944-93.4% |