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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $23,421 |
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 15 · EIN 04-2675571 | Recordkeeping | $8,738 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,250 | $104,479-33.7% | $159,474-56.6% | $79,391-12.8% |
| Participation rate | 86.6% | 76.6%+10.0pp | 82.8%+3.8pp | 70.7%+15.9pp |
| Annual return | 23.00% | 67.98%-45.0pp | 263.68%-240.7pp | 116.88%-93.9pp |
| Employer contribution / active EE | $4,791 | $3,417+40.2% | $4,831-0.8% | $2,428+97.3% |
| Participant deferral / active EE | $8,364 | $6,468+29.3% | $7,353+13.7% | $4,046+106.7% |
| Admin fee / account holder | $184 | $711-74.2% | $10,802-98.3% | $627-70.7% |