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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 | $106,264-54.0% | $147,117-66.8% | $77,762-37.2% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 17.07% | 56.94%-39.9pp | 420.54%-403.5pp | 31.27%-14.2pp |
| Employer contribution / active EE | $3,860 | $4,074-5.3% | $4,932-21.7% | $2,728+41.5% |
| Participant deferral / active EE | $7,401 | $8,003-7.5% | $8,065-8.2% | $4,651+59.1% |
| Admin fee / account holder | $218 | $334-34.9% | $12,993-98.3% | $433-49.7% |