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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $82,465 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $43,720 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,846 | $106,247-54.0% | $147,096-66.8% | $77,714-37.1% |
| Participation rate | 98.6% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 17.07% | 56.87%-39.8pp | 419.75%-402.7pp | 31.26%-14.2pp |
| Employer contribution / active EE | $3,860 | $4,069-5.1% | $4,936-21.8% | $2,727+41.6% |
| Participant deferral / active EE | $7,401 | $7,996-7.4% | $8,071-8.3% | $4,649+59.2% |
| Admin fee / account holder | $218 | $338-35.7% | $13,005-98.3% | $433-49.8% |