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| Provider | Service type | Compensation |
|---|---|---|
ROCKEFELLER FINANCIAL LLC4 years Service code 15 · EIN 82-3226180 | Recordkeeping | $81,358 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,310 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,009 | $95,417-6.7% | $135,974-34.5% | $74,460+19.5% |
| Participation rate | 75.2% | 78.2%-3.0pp | 81.9%-6.7pp | 70.7%+4.4pp |
| Annual return | 43.50% | 32.76%+10.7pp | 68.30%-24.8pp | 34.38%+9.1pp |
| Employer contribution / active EE | $4,289 | $3,878+10.6% | $4,859-11.7% | $2,638+62.6% |
| Participant deferral / active EE | $9,265 | $7,789+18.9% | $7,760+19.4% | $4,530+104.5% |
| Admin fee / account holder | $295 | $266+11.0% | $10,767-97.3% | $348-15.1% |