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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,215 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,208 | $86,655-45.5% | $119,608-60.5% | $66,930-29.5% |
| Participation rate | 91.6% | 75.6%+16.0pp | 79.3%+12.3pp | 69.8%+21.8pp |
| Annual return | -14.06% | -8.00%-6.1pp | -14.98%+0.9pp | 1.57%-15.6pp |
| Employer contribution / active EE | $2,019 | $2,536-20.4% | $4,232-52.3% | $2,545-20.7% |
| Participant deferral / active EE | $6,216 | $4,358+42.6% | $5,601+11.0% | $4,238+46.7% |
| Admin fee / account holder | $124 | $755-83.6% | $10,326-98.8% | $593-79.1% |