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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,466 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,921 | $91,537+35.4% | $130,045-4.7% | $75,173+64.8% |
| Participation rate | 98.7% | 71.5%+27.2pp | 78.5%+20.2pp | 67.2%+31.5pp |
| Annual return | 22.02% | -631.55%+653.6pp | -137.30%+159.3pp | 160.72%-138.7pp |
| Employer contribution / active EE | $2,662 | $2,845-6.4% | $4,321-38.4% | $2,671-0.3% |
| Participant deferral / active EE | $2,891 | $4,343-33.4% | $5,820-50.3% | $4,126-29.9% |
| Admin fee / account holder | $146 | $6,780-97.8% | $10,600-98.6% | $5,651-97.4% |