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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 | $89,093+18.4% | $102,434+2.9% | $77,736+35.6% |
| Participation rate | 70.3% | 80.9%-10.6pp | 76.5%-6.2pp | 70.6%-0.3pp |
| Annual return | 41.09% | 25.03%+16.1pp | 29.46%+11.6pp | 31.26%+9.8pp |
| Employer contribution / active EE | $3,059 | $2,699+13.3% | $3,023+1.2% | $2,728+12.1% |
| Participant deferral / active EE | $8,449 | $5,147+64.2% | $5,055+67.1% | $4,651+81.7% |
| Admin fee / account holder | $139 | $236-41.2% | $9,462-98.5% | $433-68.0% |