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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,634 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,764 | $59,006-27.5% | $97,161-56.0% | $74,400-42.5% |
| Participation rate | 95.3% | 63.7%+31.6pp | 72.7%+22.6pp | 67.2%+28.1pp |
| Annual return | 18.54% | 16.04%+2.5pp | 75.36%-56.8pp | 1367.51%-1349.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,530 | $3,671+186.9% | $4,265+146.9% | $4,348+142.2% |
| Admin fee / account holder | $13 | $1,974-99.3% | $5,647-99.8% | $1,944-99.3% |