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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 15 · EIN 13-5674085 | Recordkeeping | $31,390 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,631 |
ADP BROKER-DEALER10+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,586 | $79,209+23.2% | $102,434-4.7% | $74,459+31.1% |
| Participation rate | 93.8% | 74.8%+19.0pp | 76.5%+17.2pp | 67.2%+26.5pp |
| Annual return | 11.73% | 54.98%-43.2pp | 29.46%-17.7pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $1,711 | $2,362-27.6% | $3,023-43.4% | $2,626-34.8% |
| Participant deferral / active EE | $4,193 | $4,417-5.1% | $5,055-17.1% | $4,350-3.6% |
| Admin fee / account holder | $250 | $2,002-87.5% | $9,462-97.4% | $1,945-87.1% |