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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $15,742 |
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 | $63,538 | $90,064-29.5% | $100,415-36.7% | $77,762-18.3% |
| Participation rate | 97.7% | 81.3%+16.4pp | 81.5%+16.1pp | 70.6%+27.1pp |
| Annual return | 18.65% | 20.61%-2.0pp | 49.47%-30.8pp | 31.27%-12.6pp |
| Employer contribution / active EE | $5,994 | $3,043+97.0% | $3,943+52.0% | $2,728+119.7% |
| Participant deferral / active EE | $12,084 | $8,282+45.9% | $8,091+49.3% | $4,651+159.8% |
| Admin fee / account holder | $19 | $172-88.7% | $7,906-99.8% | $433-95.5% |