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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,106 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
CETERA ADVISOR NETWORKS LLC5 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 | $26,883 | $51,283-47.6% | $95,740-71.9% | $71,511-62.4% |
| Participation rate | 80.8% | 63.1%+17.7pp | 72.3%+8.6pp | 67.9%+12.9pp |
| Annual return | 14.76% | 25.25%-10.5pp | 28.41%-13.6pp | 28.86%-14.1pp |
| Employer contribution / active EE | $4,581 | $1,817+152.1% | $2,836+61.5% | $2,589+76.9% |
| Participant deferral / active EE | $3,066 | $3,365-8.9% | $4,244-27.8% | $4,291-28.5% |
| Admin fee / account holder | $27 | $1,135-97.6% | $5,676-99.5% | $1,588-98.3% |