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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,136 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,302 | $61,356-57.1% | $149,696-82.4% | $71,511-63.2% |
| Participation rate | 92.4% | 62.5%+29.9pp | 78.8%+13.6pp | 67.9%+24.5pp |
| Annual return | 23.87% | 35.86%-12.0pp | 134.46%-110.6pp | 28.86%-5.0pp |
| Employer contribution / active EE | $3,592 | $2,382+50.8% | $4,821-25.5% | $2,589+38.7% |
| Participant deferral / active EE | $5,088 | $2,920+74.3% | $5,682-10.5% | $4,291+18.6% |
| Admin fee / account holder | $36 | $1,263-97.2% | $13,212-99.7% | $1,588-97.7% |