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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-5674085 | Recordkeeping | $49,021 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,462 |
ADP BROKER-DEALER5 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,890 | $106,247-27.6% | $147,096-47.7% | $77,714-1.1% |
| Participation rate | 93.6% | 78.4%+15.2pp | 82.2%+11.4pp | 70.6%+23.0pp |
| Annual return | 16.23% | 56.87%-40.6pp | 419.75%-403.5pp | 31.26%-15.0pp |
| Employer contribution / active EE | $4,014 | $4,069-1.4% | $4,936-18.7% | $2,727+47.2% |
| Participant deferral / active EE | $8,940 | $7,996+11.8% | $8,071+10.8% | $4,649+92.3% |
| Admin fee / account holder | $118 | $338-65.2% | $13,005-99.1% | $433-72.8% |