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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $62,114 |
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 | $61,438 | $83,023-26.0% | $102,437-40.0% | $77,762-21.0% |
| Participation rate | 96.9% | 71.5%+25.3pp | 74.5%+22.4pp | 70.6%+26.3pp |
| Annual return | 15.99% | 19.12%-3.1pp | 24.95%-9.0pp | 31.27%-15.3pp |
| Employer contribution / active EE | $4,169 | $3,552+17.4% | $3,871+7.7% | $2,728+52.8% |
| Participant deferral / active EE | $8,768 | $4,110+113.3% | $5,060+73.3% | $4,651+88.5% |
| Admin fee / account holder | $145 | $639-77.3% | $8,388-98.3% | $433-66.6% |