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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,481 |
ADP BROKER-DEALER9+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,285 | $93,057-44.9% | $153,500-66.6% | $80,925-36.6% |
| Participation rate | 79.0% | 69.0%+10.0pp | 77.1%+1.9pp | 67.7%+11.4pp |
| Annual return | 11.95% | 19.96%-8.0pp | 15.70%-3.8pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,541 | $3,507+1.0% | $5,039-29.7% | $2,756+28.5% |
| Participant deferral / active EE | $9,202 | $5,179+77.7% | $6,756+36.2% | $4,299+114.1% |
| Admin fee / account holder | $44 | $8,885-99.5% | $12,736-99.7% | $6,940-99.4% |