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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 20-8764829 | Recordkeeping | $20,675 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,879 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,393 | $84,499-33.3% | $125,391-55.0% | $66,949-15.8% |
| Participation rate | 80.9% | 76.4%+4.5pp | 82.4%-1.5pp | 69.8%+11.1pp |
| Annual return | -16.29% | -8.49%-7.8pp | 572.41%-588.7pp | 1.57%-17.9pp |
| Employer contribution / active EE | $3,949 | $3,554+11.1% | $4,816-18.0% | $2,545+55.1% |
| Participant deferral / active EE | $9,548 | $6,785+40.7% | $7,448+28.2% | $4,239+125.2% |
| Admin fee / account holder | $249 | $685-63.7% | $10,009-97.5% | $594-58.1% |