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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,490 |
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,744 | $55,470-39.2% | $155,556-78.3% | $74,478-54.7% |
| Participation rate | 91.2% | 61.9%+29.3pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 14.36% | 269.80%-255.4pp | 64.84%-50.5pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $4,392 | $2,267+93.7% | $4,675-6.1% | $2,626+67.2% |
| Participant deferral / active EE | $6,354 | $2,838+123.9% | $5,631+12.9% | $4,350+46.1% |
| Admin fee / account holder | $52 | $1,744-97.0% | $15,885-99.7% | $1,946-97.3% |