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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,755 |
ADP BROKER-DEALER4 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,552 | $79,089-13.3% | $100,392-31.7% | $74,459-7.9% |
| Participation rate | 88.3% | 79.4%+8.9pp | 81.5%+6.8pp | 67.2%+21.1pp |
| Annual return | 15.28% | 20.61%-5.3pp | 49.45%-34.2pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $4,176 | $3,015+38.5% | $3,941+6.0% | $2,626+59.0% |
| Participant deferral / active EE | $13,454 | $7,747+73.7% | $8,090+66.3% | $4,350+209.3% |
| Admin fee / account holder | $10 | $1,336-99.3% | $7,904-99.9% | $1,945-99.5% |