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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC4 years Service code 15 · EIN 13-4110995 | Recordkeeping | $26,836 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,369 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,445 | $88,982+18.5% | $102,438+2.9% | $77,671+35.8% |
| Participation rate | 70.3% | 80.9%-10.6pp | 76.5%-6.2pp | 70.6%-0.3pp |
| Annual return | 41.09% | 25.01%+16.1pp | 29.37%+11.7pp | 31.21%+9.9pp |
| Employer contribution / active EE | $3,059 | $2,698+13.4% | $3,024+1.2% | $2,726+12.2% |
| Participant deferral / active EE | $8,449 | $5,144+64.3% | $5,054+67.2% | $4,648+81.8% |
| Admin fee / account holder | $139 | $236-41.1% | $9,448-98.5% | $430-67.8% |