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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $63,716 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $32,788 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,486 | $82,163-56.8% | $125,381-71.7% | $64,819-45.3% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | -16.66% | 3.49%-20.2pp | 572.31%-589.0pp | 32.84%-49.5pp |
| Employer contribution / active EE | $3,676 | $3,616+1.6% | $4,815-23.7% | $2,507+46.6% |
| Participant deferral / active EE | $6,282 | $7,175-12.4% | $7,448-15.7% | $4,311+45.7% |
| Admin fee / account holder | $188 | $163+15.0% | $10,007-98.1% | $1880% |