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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,474 |
Service code 15 · EIN 39-2018056 | Recordkeeping | $6,867 |
ADP BROKER-DEALER6 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,531 | $90,064-38.3% | $100,378-44.7% | $77,714-28.5% |
| Participation rate | 77.2% | 81.3%-4.1pp | 81.5%-4.3pp | 70.6%+6.6pp |
| Annual return | 37.38% | 20.61%+16.8pp | 49.41%-12.0pp | 31.26%+6.1pp |
| Employer contribution / active EE | $2,437 | $3,043-19.9% | $3,942-38.2% | $2,727-10.6% |
| Participant deferral / active EE | $8,009 | $8,282-3.3% | $8,087-1.0% | $4,649+72.3% |
| Admin fee / account holder | $51 | $172-70.1% | $7,899-99.3% | $433-88.1% |