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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,830 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,607 | $82,879+61.2% | $96,576+38.3% | $67,986+96.5% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.4%+16.0pp | 57.2%+40.2pp |
| Annual return | 25.91% | 36.90%-11.0pp | 38.47%-12.6pp | 31.67%-5.8pp |
| Employer contribution / active EE | $4,416 | $2,727+61.9% | $3,553+24.3% | $2,019+118.7% |
| Participant deferral / active EE | $13,493 | $6,976+93.4% | $7,956+69.6% | $3,358+301.8% |
| Admin fee / account holder | $13 | $2,783-99.5% | $11,381-99.9% | $3,203-99.6% |