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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,096 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $19,339 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,682 | $80,705-18.6% | $115,768-43.3% | $67,986-3.4% |
| Participation rate | 86.0% | 63.0%+23.1pp | 74.4%+11.7pp | 57.2%+28.8pp |
| Annual return | 13.94% | 18.49%-4.5pp | 100.46%-86.5pp | 31.67%-17.7pp |
| Employer contribution / active EE | $1,043 | $2,046-49.0% | $2,940-64.5% | $2,019-48.3% |
| Participant deferral / active EE | $4,840 | $3,559+36.0% | $4,917-1.6% | $3,358+44.1% |
| Admin fee / account holder | $295 | $4,135-92.9% | $12,439-97.6% | $3,203-90.8% |