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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,936 |
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 | $58,331 | $89,123-34.5% | $102,460-43.1% | $77,762-25.0% |
| Participation rate | 83.3% | 80.9%+2.4pp | 76.5%+6.8pp | 70.6%+12.7pp |
| Annual return | 14.02% | 25.05%-11.0pp | 29.47%-15.4pp | 31.27%-17.2pp |
| Employer contribution / active EE | $1,172 | $2,700-56.6% | $3,025-61.3% | $2,728-57.1% |
| Participant deferral / active EE | $4,823 | $5,148-6.3% | $5,056-4.6% | $4,651+3.7% |
| Admin fee / account holder | $25 | $236-89.3% | $9,460-99.7% | $433-94.2% |