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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,758 |
Service code 10 · EIN 71-0294708 | Accounting | $3,941 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,636 | $91,406-46.8% | $130,062-62.6% | $74,473-34.7% |
| Participation rate | 96.6% | 77.8%+18.8pp | 78.5%+18.1pp | 70.7%+25.8pp |
| Annual return | 17.76% | 23.21%-5.4pp | -137.37%+155.1pp | 34.36%-16.6pp |
| Employer contribution / active EE | $2,048 | $2,565-20.1% | $4,322-52.6% | $2,638-22.4% |
| Participant deferral / active EE | $4,447 | $4,724-5.9% | $5,821-23.6% | $4,530-1.8% |
| Admin fee / account holder | $56 | $283-80.1% | $10,601-99.5% | $347-83.8% |