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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8874282 | Recordkeeping | $25,017 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,255 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,320 | $60,139+5.3% | $90,461-30.0% | $79,856-20.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.36% | 71.96%-54.6pp | 1294.76%-1277.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,701 | $2,069+30.6% | $3,264-17.2% | $2,471+9.3% |
| Participant deferral / active EE | $4,846 | $2,939+64.9% | $3,964+22.2% | $3,741+29.5% |
| Admin fee / account holder | $190 | $3,978-95.2% | $5,617-96.6% | $5,306-96.4% |