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| Provider | Service type | Compensation |
|---|---|---|
401K GENERATION1 year Service code 15 · EIN 26-4477125 | Recordkeeping | $37,854 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,818 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER-DEALER, INC. Service code 59 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,648 | $50,956-35.9% | $96,575-66.2% | $86,813-62.4% |
| Participation rate | 76.1% | 65.2%+10.9pp | 69.8%+6.3pp | 72.3%+3.8pp |
| Annual return | 15.12% | 21.27%-6.2pp | 37.79%-22.7pp | 97.93%-82.8pp |
| Employer contribution / active EE | $1,502 | $1,111+35.2% | $2,357-36.3% | $2,406-37.6% |
| Participant deferral / active EE | $3,578 | $2,954+21.1% | $3,849-7.0% | $4,131-13.4% |
| Admin fee / account holder | $153 | $166-7.7% | $6,182-97.5% | $170-9.6% |