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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,886 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,630 | $107,741-27.9% | $96,576-19.6% | $79,634-2.5% |
| Participation rate | 97.1% | 79.1%+18.0pp | 81.4%+15.6pp | 62.5%+34.6pp |
| Annual return | 21.36% | 19.24%+2.1pp | 38.47%-17.1pp | 36.46%-15.1pp |
| Employer contribution / active EE | $6,362 | $2,991+112.7% | $3,553+79.1% | $2,529+151.6% |
| Participant deferral / active EE | $13,089 | $7,899+65.7% | $7,956+64.5% | $3,835+241.3% |
| Admin fee / account holder | $21 | $1,150-98.2% | $11,381-99.8% | $1,002-97.9% |