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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $39,284 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 15 · EIN 41-0746749 | Recordkeeping | $16,170 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,455 | $89,067+49.8% | $102,423+30.3% | $77,714+71.7% |
| Participation rate | 82.2% | 80.9%+1.3pp | 76.5%+5.7pp | 70.6%+11.6pp |
| Annual return | 15.07% | 25.01%-9.9pp | 29.42%-14.3pp | 31.26%-16.2pp |
| Employer contribution / active EE | $1,912 | $2,699-29.2% | $3,023-36.8% | $2,727-29.9% |
| Participant deferral / active EE | $6,546 | $5,147+27.2% | $5,054+29.5% | $4,649+40.8% |
| Admin fee / account holder | $167 | $236-29.4% | $9,455-98.2% | $433-61.6% |