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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,827 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISOR NETWORKS Service code 49 US HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,859 | $44,714-64.5% | $91,225-82.6% | $66,938-76.3% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.2%+1.8pp | 69.8%+5.2pp |
| Annual return | -17.28% | -12.25%-5.0pp | 114.12%-131.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,753 | $1,710+177.9% | $2,851+66.7% | $2,545+86.8% |
| Participant deferral / active EE | $2,744 | $3,355-18.2% | $4,233-35.2% | $4,238-35.3% |
| Admin fee / account holder | $8 | $521-98.5% | $5,422-99.9% | $594-98.7% |