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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,861 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,807 | $65,125-71.1% | $143,797-86.9% | $66,949-71.9% |
| Participation rate | 90.5% | 65.2%+25.3pp | 80.3%+10.2pp | 69.8%+20.7pp |
| Annual return | -14.89% | -11.13%-3.8pp | -0.04%-14.9pp | 1.57%-16.5pp |
| Employer contribution / active EE | $3,648 | $2,362+54.4% | $4,952-26.3% | $2,545+43.3% |
| Participant deferral / active EE | $4,893 | $2,920+67.6% | $5,638-13.2% | $4,239+15.4% |
| Admin fee / account holder | $33 | $503-93.4% | $14,679-99.8% | $594-94.4% |