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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $475 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,639 | $102,422+3.1% | $147,117-28.2% | $80,959+30.5% |
| Participation rate | 83.6% | 75.9%+7.7pp | 82.2%+1.4pp | 67.7%+15.9pp |
| Annual return | 16.23% | 135.16%-118.9pp | 420.54%-404.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $4,179 | $3,717+12.4% | $4,932-15.3% | $2,757+51.6% |
| Participant deferral / active EE | $11,478 | $6,652+72.5% | $8,065+42.3% | $4,300+166.9% |
| Admin fee / account holder | $4 | $7,953-99.9% | $12,993-100.0% | $6,925-99.9% |