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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,383 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,147 | $91,760-24.6% | $156,181-55.7% | $67,986+1.7% |
| Participation rate | 96.6% | 65.0%+31.5pp | 78.8%+17.7pp | 57.2%+39.3pp |
| Annual return | 15.71% | 18.14%-2.4pp | 64.87%-49.2pp | 31.67%-16.0pp |
| Employer contribution / active EE | $2,643 | $2,419+9.2% | $4,294-38.5% | $2,019+30.9% |
| Participant deferral / active EE | $8,083 | $3,960+104.1% | $6,132+31.8% | $3,358+140.7% |
| Admin fee / account holder | $141 | $3,949-96.4% | $14,586-99.0% | $3,203-95.6% |