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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $27,097 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,708 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,516 | $65,437+13.9% | $86,698-14.1% | $66,949+11.3% |
| Participation rate | 92.9% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.1pp |
| Annual return | -14.28% | -10.91%-3.4pp | 35.96%-50.2pp | 1.57%-15.8pp |
| Employer contribution / active EE | $1,669 | $2,154-22.5% | $2,837-41.2% | $2,545-34.4% |
| Participant deferral / active EE | $3,972 | $4,102-3.2% | $4,656-14.7% | $4,239-6.3% |
| Admin fee / account holder | $215 | $642-66.5% | $7,492-97.1% | $594-63.8% |