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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,286 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,020 | $91,424-11.4% | $135,942-40.4% | $71,495+13.3% |
| Participation rate | 94.3% | 75.7%+18.6pp | 81.9%+12.3pp | 67.9%+26.3pp |
| Annual return | 20.20% | 29.90%-9.7pp | 68.28%-48.1pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,549 | $3,704-31.2% | $4,858-47.5% | $2,589-1.6% |
| Participant deferral / active EE | $16,108 | $7,092+127.1% | $7,759+107.6% | $4,291+275.4% |
| Admin fee / account holder | $13 | $1,266-99.0% | $10,764-99.9% | $1,588-99.2% |